John Blum is a registered investment advisor at Morgan Stanley, based in Warren, NJ, 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
15 Independence Boulevard, 1st Floor, Warren, NJ, 07059
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Regulatory History (1)
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Customer Dispute
February 1988Award / Judgment
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 2002 - April 2007 · 4 yrs 10 mos
Morgan Stanley Dw INC.Broker
May 1990 - April 2007 · 16 yrs 11 mos
Shearson Lehman Hutton INC.Broker
August 1982 - May 1990 · 7 yrs 9 mos
Calvin Bullock, LTD.Broker
May 1981 - August 1982 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.