Justin Kern is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 21 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
112 Worcester Street, Wellesley, MA, 02481
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Regulatory History (1)
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Customer Dispute
May 2010Denied
Employment History
Current Registrations
Morgan Stanley
September 2022 - Present · 3 yrs 10 mos
Morgan StanleyBroker
September 2022 - Present · 3 yrs 10 mos
Previous Registrations
E*trade Capital Management, LLC
January 2009 - September 2022 · 13 yrs 8 mos
E*trade Securities LLCBroker
October 2005 - September 2022 · 16 yrs 11 mos
Ladenburg Thalmann Asset Management INC
July 2004 - November 2004 · 4 mos
Ladenburg, Thalmann & CO., INC.Broker
September 2003 - November 2004 · 1 yr 2 mos
State Registrations44 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.