JO
JO
John O'leary
16 Years of Experience
Salt Lake City, UT
1 DisclosureBroker
John O'leary is a registered investment advisor at Morgan Stanley, based in Salt Lake City, UT, with 16 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
60 East South Temple, 20th Floor, Salt Lake City, UT, 84111
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2013Denied
Other Business Activities
John is a partner in Penny Lane RE LLC, a real estate rental property business, since May 2021. He dedicates minimal time to property management outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
February 2025 - Present · 1 yr 3 mos
Morgan Stanley
February 2025 - Present · 1 yr 3 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - February 2025 · 12 yrs 4 mos
J.P. Morgan Securities LLC
October 2012 - February 2025 · 12 yrs 4 mos
Chase Investment Services CORP.
September 2011 - October 2012 · 1 yr 1 mo
Chase Investment Services CORP.Broker
August 2011 - October 2012 · 1 yr 2 mos
Chase Investment Services CORP.Broker
September 2008 - January 2010 · 1 yr 4 mos
M&t Securities, INC.Broker
August 2007 - August 2008 · 1 yr
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.