RJ
RJ

Richard Jollon

11 Years of Experience
Leesburg, VA
Broker

Richard Jollon is a registered investment advisor at Morgan Stanley, based in Leesburg, VA, 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

222 Catoctin Circle, Leesburg, VA, 20175

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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

Richard serves on the Investment Committee for the Community Foundation for Loudoun and Northern Fauquier Counties since 2017, participating in general asset allocation voting. This activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
April 2014 - Present · 12 yrs 1 mo
Morgan StanleyBroker
March 2014 - Present · 12 yrs 2 mos
State Registrations39 states
ARAZCACOCTDCDEFLGAIDILINKSLAMAMDMIMOMTNCNENHNJNVNYOHOKORPARISCTNTXVAVTVirgin IslandsWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.