JW
JW

John Wilson

11 Years of Experience
Birmingham, AL
Broker

John Wilson is a registered investment advisor at Morgan Stanley, based in Birmingham, AL, with 11 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

3500 Colonnade Parkway, Suite 200, Birmingham, AL, 35243

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is a football analyst for the University of Alabama and a color analyst for Alabama Football games. He also does TV commercials and radio voiceovers for Hoover Toyota and owns JPW Investments, LLC, a restaurant.

Employment History
Current Registrations
Morgan Stanley
March 2016 - Present · 10 yrs 2 mos
Morgan StanleyBroker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
July 2015 - March 2016 · 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
July 2015 - March 2016 · 8 mos
Sterne Agee Asset Management, INC.
June 2014 - July 2015 · 1 yr 1 mo
Sterne, Agee & Leach, INC.Broker
April 2014 - July 2015 · 1 yr 3 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Wilson - Financial Advisor | TrueAdvisor