JB
JB

Jabora Belton

9 Years of Experience
Raleigh, NC
Broker

Jabora Belton is a registered investment advisor at Morgan Stanley, based in Raleigh, NC, with 9 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

3800 Glenwood Avenue, Suite 500, Raleigh, NC, 27612

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History

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.

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Employment History
Current Registrations
Morgan Stanley
November 2022 - Present · 3 yrs 8 mos
Morgan StanleyBroker
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
March 2022 - September 2022 · 6 mos
Deutsche Bank Securities INC.Broker
October 2020 - February 2022 · 1 yr 4 mos
Wells Fargo Clearing Services, LLCBroker
August 2017 - August 2020 · 3 yrs
Ameriprise Financial Services, INC.Broker
April 2017 - June 2017 · 2 mos
Vanguard Marketing CorporationBroker
October 2015 - October 2016 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jabora Belton - Financial Advisor | TrueAdvisor