TrueAdvisor
TrueAdvisor
JP
JP
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Areas of Practice
Investment Management
Morgan Stanley Investment Management INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
21,920 clients
Average Client Portfolio
$28.2M average
Assets Under Management
$619.2B

Fee Structure

Financial Planning:Investment management only

Location

1585 Broadway, New York, NY, 10036

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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
Eaton Vance Distributors, INC.Broker
May 2025 - Present · 9 mos
Morgan Stanley Investment Management INC.
April 2025 - Present · 10 mos
Previous Registrations
Morgan Stanley Distribution, INC.Broker
April 2025 - May 2025 · 1 mo
Morgan StanleyBroker
December 2022 - April 2025 · 2 yrs 4 mos
Morgan Stanley
December 2022 - April 2025 · 2 yrs 4 mos
Morgan Stanley
August 2022 - August 2022 · 0 mos
Morgan StanleyBroker
May 2022 - August 2022 · 3 mos
State Registrations2 states
MANY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.