James Macfarlane is a registered investment advisor at Morgan Stanley, based in Providence, UT, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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IM Fee
Assets Under Management
Fee Structure
Location
Providence, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a partner in JJMAC LLC (since 2019) and JDMAC LLC (since 2020), both real estate ventures. He spends minimal time during business hours and a few hours per week after business hours on administrative, accounting, investment decisions, and property management tasks related to these entities.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
TrustfirstBroker
Certeza Fund Advisors LLC
Goldman Sachs & CO. LLCBroker
State Registrations48 states
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