John Perry is a registered investment advisor at Morgan Stanley, based in Carmel, IN, 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
Carmel, IN
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Regulatory History (1)
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Customer Dispute
January 2004Denied
Other Business Activities
John owns JPWW, LLC, a rental property, since 2016 and is the sole member of Monroe Ventures, a holding LLC for investments, since 2017. He also serves on the finance committee for Indiana Sports Corp, spending minimal time on this role.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
J.p.morgan Securities INC.Broker
October 2008 - February 2009 · 4 mos
J.P. Morgan Securities INC.Broker
November 2006 - October 2008 · 1 yr 11 mos
Goldman, Sachs & CO.Broker
December 2004 - September 2006 · 1 yr 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 2001 - December 2004 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2001 - December 2004 · 3 yrs 4 mos
State Registrations46 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.