JT
JT

James Turner

2 Years of Experience
Newport Beach, CA
Broker

James Turner is a registered investment advisor at Morgan Stanley, based in Newport Beach, CA, with 2 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

800 Newport Center Drive, Suite 500, Newport Beach, CA, 92660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

James coaches soccer at Orange Lutheran High School and scouts for Real Salt Lake, a Major League Soccer team. These activities take minimal time and about 10-20% of his time, respectively.

Employment History
Current Registrations
Morgan Stanley
June 2024 - Present · 1 yr 11 mos
Morgan StanleyBroker
November 2023 - Present · 2 yrs 6 mos
State Registrations29 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.