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John Ashworth

14 Years of Experience
Winter Park, FL
Broker

John Ashworth is a registered investment advisor at Morgan Stanley, based in Winter Park, FL, 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
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

250 Park Avenue South, Suite 500, Winter Park, FL, 32789

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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

John helps review the budget, financial strategy, and investments for the Foundation for Seminole County Public Schools. He is also the treasurer for the Parkinson Association of Central Florida, responsible for oversight of the books and funds.

Employment History
Current Registrations
Morgan Stanley
December 2011 - Present · 14 yrs 7 mos
Morgan StanleyBroker
September 2011 - Present · 14 yrs 10 mos
State Registrations23 states
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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 Ashworth - Financial Advisor | TrueAdvisor