James Adams is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 21 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
4050 West Boy Scout Boulevard, Tampa, FL, 33607
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
E*trade Capital Management, LLC
April 2016 - September 2023 · 7 yrs 5 mos
E*trade Securities LLCBroker
March 2016 - September 2023 · 7 yrs 6 mos
Tiaa-Cref Advice and Planning Services
August 2014 - October 2014 · 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
July 2014 - October 2014 · 3 mos
Citigroup Global Markets INC.Broker
September 2007 - June 2014 · 6 yrs 9 mos
Metlife Securities INC.Broker
December 2005 - February 2006 · 2 mos
Metropolitan Life Insurance CompanyBroker
December 2005 - February 2006 · 2 mos
Citistreet Equities LLCBroker
September 2004 - December 2005 · 1 yr 3 mos
Raymond James Financial Services, INC.Broker
December 2001 - October 2003 · 1 yr 10 mos
Morgan Stanley Dw INC.Broker
January 2001 - December 2001 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.