John Lumpkin is a registered investment advisor at Morgan Stanley, based in Beavercreek, OH, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4380 Buckeye Lane, Suite 200, Beavercreek, OH, 45440
Get directionsHistory
Regulatory History (2)
Financial
April 2023Customer Dispute
April 2004Other Business Activities
John is a board member for the Greater Dayton Regional Transit Authority and the City of Dayton Financial Review Board. He is also a silent partner/owner in a food truck, owns rental property, is a proprietor of Lumpkin & Lumpkin Group LLC, coaches football and announces varsity football games for Trotwood-Madison City Schools, and is a board member for the City of Dayton.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations51 states
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