JC
JC
James Chipps is a registered investment advisor at Morgan Stanley, based in Jacksonville, FL, 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
6735 Southpoint Drive, Jacksonville, FL, 32216
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Regulatory History (1)
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Customer Dispute
July 2008Settled
Employment History
Current Registrations
Morgan Stanley
May 2025 - Present · 1 yr 2 mos
Morgan StanleyBroker
May 2025 - Present · 1 yr 2 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2014 - May 2025 · 10 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2014 - May 2025 · 10 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - October 2014 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - October 2014 · 5 yrs
Banc of America Investment Services, INC.
June 2008 - October 2009 · 1 yr 4 mos
Banc of America Investment Services, INC.Broker
June 2008 - October 2009 · 1 yr 4 mos
Metlife Securities INC.
February 2006 - June 2008 · 2 yrs 4 mos
Metlife Securities INC.Broker
February 2006 - June 2008 · 2 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
February 2006 - July 2007 · 1 yr 5 mos
Morgan Stanley
April 2005 - January 2006 · 9 mos
Morgan Stanley Dw INC.Broker
January 2005 - January 2006 · 1 yr
State Registrations27 states
AKALAZCACOCTFLGAILINKYMAMDMIMTNCNJNVNYOHPASCTNTXVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.