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Jean-Paul Afif

12 Years of Experience
Brea, CA
Broker

Jean-Paul Afif is a registered investment advisor at Morgan Stanley, based in Brea, CA, with 12 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

Ten Pointe Drive, Suite 400, Brea, CA, 92821

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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

Jean-Paul is involved with the Screen Actors Guild as an executive producer/actor in commercials, films, and television since 2001, dedicating minimal time after business hours. He is also a partner and owner of Star of the Sea NIL, a technology company, since 2023, spending minimal time after business hours on creative work for a technology app.

Employment History
Current Registrations
Morgan StanleyBroker
May 2023 - Present · 3 yrs
Morgan Stanley
May 2023 - Present · 3 yrs
Previous Registrations
Golden State Equity Partners, LLC
December 2022 - May 2023 · 5 mos
Golden State Equity Partners, LLC
September 2022 - October 2022 · 1 mo
Golden State Equity Advisors, LLC
September 2022 - September 2022 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2018 - September 2022 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2018 - September 2022 · 4 yrs
Wells Fargo Clearing Services, LLC
November 2013 - September 2018 · 4 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
October 2013 - September 2018 · 4 yrs 11 mos
State Registrations34 states
CACOCTDCDEFLGAHIIDILKSMAMDMEMNMOMTNCNHNJNMNVNYOHOKORPASCTNTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.