JK
JK

Jerry King

10 Years of Experience
Alpharetta, GA
Broker

Jerry King is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 10 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

3 Edison Drive, Alpharetta, GA, 30005

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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

Jerry is the sole proprietor/owner of Alturis LLC, a pressure washing company, since 2017. He spends minimal time on business development, accounting, administration, sales, and referrals after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Morgan Stanley
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
E*trade Capital Management, LLC
October 2021 - September 2023 · 1 yr 11 mos
E*trade Securities LLCBroker
October 2021 - September 2023 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2017 - September 2021 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2017 - September 2021 · 4 yrs 2 mos
J.P. Morgan Securities LLCBroker
March 2015 - June 2017 · 2 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.