JG
JG

Jean-Phillippe Garcy

15 Years of Experience
Miami, FL
Broker

Jean-Phillippe Garcy is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 15 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

200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Jean-Phillippe is involved with the Raquel Pelissier Foundation as a proprietor, helping with business development. This non-investment related activity requires minimal time, both during and after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
November 2012 - Present · 13 yrs 6 mos
Morgan Stanley
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2010 - August 2012 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2010 - August 2012 · 2 yrs 3 mos
State Registrations13 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.