Casey Jones is a registered investment advisor at Morgan Stanley, based in Clayton, MO, 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
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Location
7733 Forsyth Boulevard, Suite 2100, Clayton, MO, 63105
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
November 2017 - Present · 8 yrs 6 mos
Morgan Stanley
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
TD Ameritrade, INC.Broker
August 2016 - September 2017 · 1 yr 1 mo
TD Ameritrade Investment Management, LLC
August 2016 - September 2017 · 1 yr 1 mo
TD Ameritrade, INC.
August 2016 - September 2017 · 1 yr 1 mo
Wells Fargo Advisors, LLC
February 2015 - August 2016 · 1 yr 6 mos
Wells Fargo Advisors, LLCBroker
February 2015 - August 2016 · 1 yr 6 mos
MML Investors Services, LLCBroker
May 2013 - February 2014 · 9 mos
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.