Jack Wong is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 24 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
245 Lytton Avenue, Suite 200, Palo Alto, CA, 94301
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Regulatory History (3)
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Customer Dispute
February 2025Pending
Customer Dispute
August 2008Settled
Customer Dispute
October 2006Closed-No Action
Other Business Activities
Jack owns rental property in Patterson, CA. A property manager handles the rentals, requiring minimal time commitment from Jack.
Employment History
Current Registrations
Morgan Stanley
September 2011 - Present · 14 yrs 8 mos
Morgan Stanley
September 2011 - Present · 14 yrs 8 mos
Morgan StanleyBroker
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2011 - September 2011 · 8 mos
Wells Fargo Advisors, LLC
January 2011 - September 2011 · 8 mos
Wells Fargo Investments, LLC
December 2002 - January 2011 · 8 yrs 1 mo
Wells Fargo Investments, LLCBroker
December 2002 - January 2011 · 8 yrs 1 mo
Morgan Stanley Dw INC.Broker
July 2001 - December 2002 · 1 yr 5 mos
Wells Fargo Investments, LLCBroker
May 2001 - October 2001 · 5 mos
Wells Fargo Securities INC.Broker
April 2001 - May 2001 · 1 mo
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.