Joseph Barnhurst is a registered investment advisor at Morgan Stanley, based in West Jordan, UT, with 19 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
West Jordan, UT
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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
September 2018 - Present · 7 yrs 8 mos
Morgan Stanley
August 2018 - Present · 7 yrs 9 mos
Morgan StanleyBroker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
June 2016 - June 2018 · 2 yrs
Morgan Stanley
June 2009 - March 2016 · 6 yrs 9 mos
Morgan StanleyBroker
June 2009 - March 2016 · 6 yrs 9 mos
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
Ameriprise Financial Services, INC.
April 2006 - November 2008 · 2 yrs 7 mos
Ameriprise Financial Services, INC.Broker
March 2006 - November 2008 · 2 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.