JR
CFP
JR
CFP

James Riepenhoff

24 Years of Experience
Dublin, OH
Broker

James Riepenhoff is a CFP-designated registered investment advisor at Morgan Stanley, based in Dublin, OH, 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

545 Metro Place South, Suite 300, Dublin, OH, 43017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James owns rental property in Westerville, OH, since 2008, dedicating minimal time after business hours to property management. This activity is investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
January 2021 - Present · 5 yrs 8 mos
Morgan Stanley
January 2021 - Present · 5 yrs 8 mos
Previous Registrations
Huntington Financial Advisors
July 2009 - January 2021 · 11 yrs 6 mos
The Huntington Investment CompanyBroker
June 2009 - January 2021 · 11 yrs 7 mos
Natcity Investments, INC.Broker
February 2003 - June 2009 · 6 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2002 - March 2003 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2001 - March 2003 · 1 yr 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
James Riepenhoff - Financial Advisor | TrueAdvisor