J. Miller is a registered investment advisor at Morgan Stanley, based in San Diego, CA, 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
4350 La Jolla Village Drive, Suite 1000, San Diego, CA, 92122
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Regulatory History (1)
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Customer Dispute
December 2006Denied
Other 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
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. IncorporatedBroker
February 2009 - June 2009 · 4 mos
Banc of America Investment Services, INC.
March 2005 - March 2009 · 4 yrs
Banc of America Investment Services, INC.
March 2004 - June 2004 · 3 mos
Banc of America Investment Services, INC.Broker
January 2002 - March 2009 · 7 yrs 2 mos
State Registrations28 states
AZCACODEFLGAHIIAIDKYMAMIMNMOMSMTNCNJNVNYOHORPATXUTVAVirgin IslandsWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.