Marea Jones is a registered investment advisor at Morgan Stanley, based in Tempe, AZ, with 8 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
58 South River Drive, Tempe, AZ, 85281
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Regulatory History (3)
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Judgment / Lien
February 2024Financial
September 2023Final
Financial
April 2017Final
Other Business Activities
Marea works as a package delivery contractor for Amazon Flex since 2015 in Chandler, Arizona. This activity takes about 10-20% of her time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
August 2022 - Present · 3 yrs 9 mos
Morgan StanleyBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2017 - July 2022 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2017 - July 2022 · 5 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.