JM
JM

John Myrick

1 Year of Experience
San Mateo, CA
Broker

John Myrick is a registered investment advisor at Morgan Stanley, based in San Mateo, CA, with 1 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

411 Borel Avenue, Suite 220, San Mateo, CA, 94402

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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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Employment History
Current Registrations
Morgan Stanley
February 2025 - Present · 1 yr 3 mos
Morgan StanleyBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
MML Investors Services, LLCBroker
April 2024 - May 2024 · 1 mo
State Registrations15 states
AZCACTFLKSMAMDMNNVNYOHTXUTWAWV
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.
John Myrick - Financial Advisor | TrueAdvisor