JM
JM

Joshua Mattox

24 Years of Experience
Roanoke, VA
Broker

Joshua Mattox is a registered investment advisor at Morgan Stanley, based in Roanoke, VA, 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

10 South Jefferson Street, Suite 1700, Roanoke, VA, 24011

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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

Joshua is involved with several real estate LLCs as an officer or partner, managing rental properties. He spends minimal time on these activities.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2002 - April 2007 · 5 yrs 3 mos
Morgan Stanley Dw INC.Broker
July 2001 - April 2007 · 5 yrs 9 mos
State Registrations29 states
ALCACODCFLGAIAILINKSKYLAMAMDMIMSNCNHNJNYOHOKPASCTNTXVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.