JC
JC

John Cruz

17 Years of Experience
Los Angeles, CA
Broker

John Cruz is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 17 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

1999 Avenue of the Stars, Suite 2400, Los Angeles, CA, 90067

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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 is a sole proprietor/owner/partner of A Student Cleaning Company since 1995 and a director of A Student Cleaning Company, LLC since 2018, both facility management services in Provo, Utah. He spends minimal time on these investment-related activities, primarily after business hours, handling payroll and tax filings for the LLC.

Employment History
Current Registrations
Morgan Stanley
December 2013 - Present · 12 yrs 5 mos
Morgan StanleyBroker
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
American Funds & Trusts IncorporatedBroker
March 2005 - May 2006 · 1 yr 2 mos
Morgan Stanley
July 2001 - February 2003 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
April 2001 - February 2003 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.