JG
JG

John Glueckert

49 Years of Experience
Centerville, OH
Broker

John Glueckert is a registered investment advisor at Morgan Stanley, based in Centerville, OH, with 49 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
Loading...

Location

7777 Washington Village Drive, Suite 100, Centerville, OH, 45459

Get directions

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.

Learn about disclosures →
Other Business Activities

John works as an arbitrator in Chicago, IL, starting in 1992. This activity is investment-related.

Employment History
Current Registrations
Morgan Stanley
April 2019 - Present · 7 yrs 5 mos
Morgan StanleyBroker
April 2019 - Present · 7 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 1999 - April 2019 · 19 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1999 - April 2019 · 19 yrs 6 mos
Painewebber IncorporatedBroker
February 1992 - November 1999 · 7 yrs 9 mos
Lehman Brothers INC.Broker
May 1987 - March 1992 · 4 yrs 10 mos
Blunt Ellis & Loewi IncorporatedBroker
May 1981 - May 1987 · 6 yrs
The Ohio CompanyBroker
June 1977 - June 1981 · 4 yrs
Security First Financial, INC.Broker
July 1976 - October 1985 · 9 yrs 3 mos
State Registrations48 states
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWVWY
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 Glueckert - Financial Advisor | TrueAdvisor