JB
JB

John Bull

20 Years of Experience
Green Bay, WI
Broker

John Bull is a registered investment advisor at Morgan Stanley, based in Green Bay, WI, with 20 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

111 North Washington Street, Suite 410, Green Bay, WI, 54301

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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

John serves as power of attorney for their spouse, starting in 2050. This investment-related activity requires minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
September 2024 - Present · 2 yrs
Morgan Stanley
September 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2022 - August 2024 · 1 yr 10 mos
Wells Fargo Advisors
October 2022 - August 2024 · 1 yr 10 mos
Wells Fargo Clearing Services, LLC
January 2011 - October 2022 · 11 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - October 2022 · 11 yrs 9 mos
Wells Fargo Investments, LLCBroker
August 2007 - January 2011 · 3 yrs 5 mos
Wells Fargo Investments, LLC
July 2007 - January 2011 · 3 yrs 6 mos
Wells Fargo Investments, LLC
July 2006 - February 2007 · 7 mos
Wells Fargo Investments, LLCBroker
June 2006 - February 2007 · 8 mos
Tcf Investments, INC.Broker
February 2005 - October 2005 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Bull - Financial Advisor | TrueAdvisor