JP
JP
Jose Parker is a registered investment advisor at Morgan Stanley, based in Plantation, FL, with 18 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
1200 South Pine Island Road, Suite 800, Plantation, FL, 33324
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2020Denied
Employment History
Current Registrations
Morgan Stanley
March 2021 - Present · 5 yrs 2 mos
Morgan StanleyBroker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2010 - March 2021 · 10 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
May 2010 - March 2021 · 10 yrs 10 mos
Bnp Paribas Investment Services, LLCBroker
November 2007 - June 2010 · 2 yrs 7 mos
State Registrations11 states
CACODEFLGAMANVNYSDUTWA
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.