JL
JL

John Lechner

44 Years of Experience
Boston, MA
1 DisclosureBroker

John Lechner is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 44 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

28 State Street 26th Floor, Boston, MA, 02109

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008
Settled
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
February 2009 - June 2009 · 4 mos
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
Deutsche Bank Securities INC.Broker
January 2001 - February 2009 · 8 yrs 1 mo
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
June 1985 - September 1997 · 12 yrs 3 mos
Kidder, Peabody & CO. IncorporatedBroker
April 1981 - July 1985 · 4 yrs 3 mos
State Registrations47 states
AKALARAZCACOCTDCDEFLGAHIIDILINKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Lechner - Financial Advisor | TrueAdvisor