LR
LR
Laura Russell-Jones
18 Years of Experience
San Francisco, CA
1 DisclosureBroker
Laura Russell-Jones is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, 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
555 California Street, 35th Floor, San Francisco, CA, 94104
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2022Denied
Other Business Activities
Laura is the sole proprietor/owner of Posh Baban, a retail/online store, since January 2020. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Morgan Stanley
January 2020 - Present · 6 yrs 8 mos
Morgan StanleyBroker
January 2020 - Present · 6 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2010 - January 2020 · 9 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
December 2009 - January 2020 · 10 yrs 1 mo
Wm. H. Murphy & CO., INC.Broker
October 2007 - December 2009 · 2 yrs 2 mos
State Registrations33 states
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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.