J. Miller is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 24 years of industry experience. J. is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
4350 La Jolla Village Drive, Suite 1000, San Diego, CA, 92122
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Regulatory History (1)
Customer Dispute
December 2006Other Business Activities
J. is on the finance committee for La Jolla Presbyterian Church, dedicating minimal time outside business hours. J. is also involved with a trust since 2003, spending minimal time outside business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations28 states
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
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