JD
JD
Joseph Durso
47 Years of Experience
Mount Laurel, NJ
2 DisclosuresBroker
Joseph Durso is a registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, with 47 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
330 Fellowship Road, Mount Laurel, NJ, 08054
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Regulatory History (2)
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Customer Dispute
June 2016Denied
Customer Dispute
May 1983Settled
Other Business Activities
Joseph is a board member and on the finance committee for the Ronald McDonald House of SNJ, dedicating minimal time. He is also the sole proprietor/owner of JDF SIGINT LLC and JFD SIGINT II LLC, both technology companies, spending a few hours per week on each.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2002 - June 2009 · 7 yrs 1 mo
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
May 1987 - July 1993 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1982 - April 1987 · 5 yrs 2 mos
Dean Witter Reynolds INC.Broker
February 1979 - March 1982 · 3 yrs 1 mo
State Registrations42 states
AKALARAZCACOCTDCDEFLGAHIILINKSKYLAMAMDMIMNMONCNHNJNMNVNYOHPAPRRISCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.