JB
CFP
JB
CFP

John Bunzel

21 Years of Experience
Beverly Hills, CA
Broker

John Bunzel is a CFP-designated registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, 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

9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

John is involved with Mud Bay Partners LLC (entertainment), the Writers Guild of America (emeritus), Henderson-Norwester Camp (board member), The Shakespeare Center of Los Angeles (board member), and TreePeople (board member). These activities involve minimal time commitment, except for Henderson-Norwester Camp and TreePeople, which take a few hours per week.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
February 2009 - June 2009 · 4 mos
Morgan Stanley & CO. IncorporatedBroker
February 2009 - June 2009 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2004 - February 2009 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2004 - February 2009 · 4 yrs 7 mos
State Registrations35 states
ARAZCACOCTDCDEFLGAHIIAIDILINKYLAMAMDMINCNJNMNVNYOHORPARITXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.