JB
JB
Jon Bancks is a registered investment advisor at Morgan Stanley, based in Cedar Rapids, IA, 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
600 3rd Avenue Southeast, Suite 100, Cedar Rapids, IA, 52401
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2008Settled
Other Business Activities
Jon has family farm ownership in Iowa, received as a gift in 1979, but spends no time on it. He is also a director at Carepro Health Services, spending minimal time during and after business hours.
Employment History
Current Registrations
Morgan Stanley
September 2011 - Present · 14 yrs 8 mos
Morgan StanleyBroker
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2006 - September 2011 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2006 - September 2011 · 5 yrs 1 mo
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.