JB
JB

James Bennett

25 Years of Experience
Honolulu, HI
Broker

James Bennett is a registered investment advisor at Morgan Stanley, based in Honolulu, HI, 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

733 Bishop Street, Suite 2800, Honolulu, HI, 96813

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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

James co-owns rental property with Hope Bennett since 2008 and is the sole trustee and beneficiary of the Yoshio & Yasuko Ekimoto Irrevcable Trust since 2015, receiving rental income. He is also a manager of 847 Olokele LLC since 2021, a real estate investment.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
July 2005 - June 2009 · 3 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
September 2000 - June 2009 · 8 yrs 9 mos
State Registrations40 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.