JF
CFP
JF
CFP

John Foreman

25 Years of Experience
Fort Lauderdale, FL
Broker

John Foreman is a CFP-designated registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, 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

350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301

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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

John and his wife own a vacation home that they rent out seasonally, but his wife handles all the leases. He is also involved with Choona LLC, a retail/online store, and serves on the finance committee for RIO Vista Church, reviewing financial statements and budget adherence.

Employment History
Current Registrations
Morgan Stanley
September 2020 - Present · 5 yrs 8 mos
Morgan StanleyBroker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2001 - September 2020 · 19 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2001 - September 2020 · 19 yrs 6 mos
State Registrations32 states
ALAZCACOCTDCFLGAIAILKSKYLAMAMDMIMNMONCNJNVNYOHORPASCSDTNTXUTVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.