James Likes is a registered investment advisor at Morgan Stanley, based in Medford, OR, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
3103 Signature Court, Medford, OR, 97504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James works as an Uber driver in San Francisco, starting in January 2024. This automotive/transportation role takes about a quarter of his time after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Wedbush Securities INC.Broker
Wedbush Securities INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations31 states
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