JH
JH

James Henry

3 Years of Experience
Middleton, MA
Broker

James Henry is a registered investment advisor at Morgan Stanley, based in Middleton, MA, with 3 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

35 Village Road, Suite 601, Middleton, MA, 01949

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James is a musician, performing music after business hours since July 2024. This activity takes minimal time.

Employment History
Current Registrations
Morgan Stanley
October 2023 - Present · 2 yrs 9 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 6 mos
State Registrations48 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.