John Williams is a registered investment advisor at Morgan Stanley, based in Boston, 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
28 State Street 26th Floor, Boston, MA, 02109
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Regulatory History (1)
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Customer Dispute
May 2022Denied
Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 4 mos
Morgan StanleyBroker
December 2009 - Present · 16 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, INC.
January 2007 - December 2009 · 2 yrs 11 mos
Ameriprise Financial Services, INC.Broker
July 2004 - December 2009 · 5 yrs 5 mos
Ids Life Insurance CompanyBroker
July 2004 - July 2006 · 2 yrs
State Registrations34 states
ALCACOCTDCDEFLGAHIIDILINLAMAMDMEMINCNHNJNVNYOHORPAPRRISCTNTXUTVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.