JE
JE
Joshua Eslick is a registered investment advisor at Morgan Stanley, based in Fort Worth, TX, 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
201 Main Street, Suite 1500, Fort Worth, TX, 76102
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Regulatory History (1)
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Financial
August 2021Final
Employment History
Current Registrations
Morgan Stanley
August 2022 - Present · 3 yrs 9 mos
Morgan StanleyBroker
May 2022 - Present · 4 yrs
Previous Registrations
Charles Schwab & CO., INC.Broker
December 2020 - May 2022 · 1 yr 5 mos
TD Ameritrade Clearing, INC.Broker
January 2019 - December 2020 · 1 yr 11 mos
TD Ameritrade, INC.Broker
October 2017 - December 2020 · 3 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.