JG
JG

John Granzow

10 Years of Experience
Charlotte, NC
Broker

John Granzow is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 10 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

6805 Carnegie Boulevard, Suite 400, Charlotte, NC, 28211

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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 has 100% ownership in Valhalla Investment Group LLC since 2019 and spends minimal time on it. He also owns two rental properties since 2020, dedicating minimal time to each.

Employment History
Current Registrations
Morgan Stanley
September 2025 - Present · 8 mos
Morgan StanleyBroker
September 2025 - Present · 8 mos
Previous Registrations
Wells Fargo Advisors
June 2024 - September 2025 · 1 yr 3 mos
Wells Fargo Clearing Services, LLCBroker
May 2024 - September 2025 · 1 yr 4 mos
Wells Fargo Securities, LLCBroker
October 2015 - May 2024 · 8 yrs 7 mos
State Registrations32 states
ALAZCACOCTDCFLGAHIIAILKSKYLAMAMDMIMOMSNCNJNYOHOKORPAPRSCTNTXVAWI
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.
John Granzow - Financial Advisor | TrueAdvisor