John Raetz is a registered investment advisor at Morgan Stanley, based in Birmingham, MI, 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
34901 Woodward Avenue, Suite 300, Birmingham, MI, 48009
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
August 2023 - Present · 2 yrs 9 mos
Morgan StanleyBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2014 - August 2023 · 9 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
May 2014 - August 2023 · 9 yrs 3 mos
J.P. Morgan Securities LLCBroker
October 2008 - June 2014 · 5 yrs 8 mos
J.P. Morgan Securities LLC
October 2008 - May 2012 · 3 yrs 7 mos
J.P. Morgan Securities INC.Broker
March 2007 - October 2008 · 1 yr 7 mos
J. P. Morgan Securities INC.
March 2007 - October 2008 · 1 yr 7 mos
Ameriprise Financial Services, INC.Broker
March 2006 - February 2007 · 11 mos
Ameriprise Financial Services, INC.Broker
October 2004 - March 2006 · 1 yr 5 mos
Ids Life Insurance CompanyBroker
October 2004 - March 2006 · 1 yr 5 mos
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.