JV
JV

John Vert

4 Years of Experience
Rockville, MD
Broker

John Vert is a registered investment advisor at Morgan Stanley, based in Rockville, MD, with 4 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

702 King Farm Boulevard, Suite 500, Rockville, MD, 20850

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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

John is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation.

Employment History
Current Registrations
Morgan Stanley
October 2025 - Present · 7 mos
Morgan StanleyBroker
October 2025 - Present · 7 mos
Previous Registrations
Vanguard Advisers, INC.
June 2023 - July 2025 · 2 yrs 1 mo
Vanguard Marketing CorporationBroker
December 2021 - July 2025 · 3 yrs 7 mos
State Registrations47 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.