WJ
WJ

William Jarrett

25 Years of Experience
Newport News, VA
Broker

William Jarrett is a registered investment advisor at Morgan Stanley, based in Newport News, VA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

701 Town Center Drive, Suite 902, Newport News, VA, 23606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

William is a board member on the finance committee for Here for the Girls, a health and welfare organization. He spends minimal time on business development and growth for this organization outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 2002 - April 2007 · 5 yrs 2 mos
Morgan Stanley Dw INC.Broker
July 2000 - April 2007 · 6 yrs 9 mos
State Registrations36 states
AKALARAZCACOCTDCDEFLGAHIIAILINKYMAMDMEMIMNMOMTNCNJNYOHORPASCTNTXUTVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.