JG
JG
Joyce Goldfarb is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 48 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
Naples, FL
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Regulatory History (2)
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Customer Dispute
June 2001Settled
Customer Dispute
December 1989Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
July 2007 - June 2009 · 1 yr 11 mos
Morgan Stanley & CO. IncorporatedBroker
July 2007 - June 2009 · 1 yr 11 mos
Citigroup Global Markets INC.Broker
July 1993 - July 2007 · 14 yrs
Citigroup Global Markets INC.
July 1991 - July 2007 · 16 yrs
Lehman Brothers INC.Broker
July 1977 - July 1993 · 16 yrs
State Registrations42 states
AKALAZCACOCTDCDEFLGAHIIDILINKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.