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John Symank

2 Years of Experience
Irvine, CA
Broker

John Symank is a registered investment advisor at Morgan Stanley, based in Irvine, 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

1901 Main Street, Suite 700, Irvine, CA, 92614

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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 works as a speech coach for Concordia University Irvine, helping students improve their speaking and speechwriting skills. This takes about a quarter of his time.

Employment History
Current Registrations
Morgan StanleyBroker
August 2025 - Present · 11 mos
Morgan Stanley
August 2025 - Present · 11 mos
Previous Registrations
Thrivent Investment Management INC.
April 2024 - July 2025 · 1 yr 3 mos
Thrivent Investment Management INC.Broker
February 2024 - July 2025 · 1 yr 5 mos
State Registrations41 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.