AJ
AJ

Alyssa Jones

3 Years of Experience
Lubbock, TX
Broker

Alyssa Jones is a registered investment advisor at Morgan Stanley, based in Lubbock, TX, with 3 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

4401 82nd Street, Lubbock, TX, 79424

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History

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.

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Other Business Activities

Alyssa is a member of AAB Irlbeck Farms, LLC, an agricultural business, since 2002. She spends minimal time on accounting, bookkeeping, labor, service, sales, marketing, check signing, and fund disbursement for the non-investment related side, and minimal time on other activities for the investment-related side.

Employment History
Current Registrations
Morgan Stanley
February 2023 - Present · 3 yrs 3 mos
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Alyssa Jones - Financial Advisor | TrueAdvisor