JF
JF

John Fleishman

13 Years of Experience
Long Beach, CA
Broker

John Fleishman is a registered investment advisor at Morgan Stanley, based in Long Beach, CA, with 13 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

3840 Kilroy Airport Way, Suite 400, Long Beach, CA, 90806

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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 is a musician involved in several bands and musical projects, and serves as a board member for a charity. He also participates on the advisory board and finance committee for St. Bartholomew Church.

Employment History
Current Registrations
Morgan Stanley
November 2018 - Present · 7 yrs 6 mos
Morgan StanleyBroker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Raymond James & Associates, INC.
December 2014 - November 2018 · 3 yrs 11 mos
Raymond James & Associates, INC.Broker
December 2014 - November 2018 · 3 yrs 11 mos
Ameriprise Financial Services, INC.
May 2012 - December 2014 · 2 yrs 7 mos
Ameriprise Financial Services, INC.Broker
April 2012 - December 2014 · 2 yrs 8 mos
State Registrations41 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.