JG
JG
Jean-Pierre Gobic
24 Years of Experience
Sarasota, FL
3 DisclosuresBroker
Jean-Pierre Gobic is a registered investment advisor at Morgan Stanley, based in Sarasota, FL, 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
2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236
Get directionsHistory
Regulatory History (3)
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Customer Dispute
November 2024Pending
Customer Dispute
April 2008Settled
Customer Dispute
March 2008Settled
Employment History
Current Registrations
Morgan Stanley
March 2010 - Present · 16 yrs 2 mos
Morgan StanleyBroker
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
July 2001 - March 2010 · 8 yrs 8 mos
UBS Financial Services INC.Broker
July 2001 - March 2010 · 8 yrs 8 mos
State Registrations40 states
ALAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMTNCNHNJNYOHORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.