J Powell is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 50 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
28 State Street 26th Floor, Boston, MA, 02109
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Regulatory History (1)
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Customer Dispute
June 1999Denied
Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
October 1980 - June 2009 · 28 yrs 8 mos
Paine, Webber, Jackson & Curtis INC.Broker
January 1980 - November 1980 · 10 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
January 1980 - January 1980 · 0 mos
Blyth Eastman Dillon & CO. IncorporatedBroker
January 1976 - January 1980 · 4 yrs
State Registrations28 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.