JD
JD
James Delahunt is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, 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
Loading...
Location
2400 Lakeview Parkway Suite 300, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
October 2003Final Disposition
Employment History
Current Registrations
Morgan Stanley
August 2015 - Present · 11 yrs 1 mo
Morgan StanleyBroker
July 2015 - Present · 11 yrs 2 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
August 2012 - October 2013 · 1 yr 2 mos
State Registrations26 states
ALAZCACODEFLGAHIIDILKSKYLAMDMEMNNCNVNYOHOKSCTNTXUTVA
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.