John WilsonCRD Number: 7082058
Current Firm: Morgan Stanley
John Wilson (CRD# 7082058) is an Investment Advisor Representative working at Morgan Stanley in New York, NY and has 1 year of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
|Morgan Stanley||New York, NY||Aug 2020 - Current||1|
|Brown University||Providence, RI||Sep 2016 - May 2020||3|
|Morgan Stanley||New York City, NY||Jun 2019 - Aug 2019||< 1|
|Westwood Wealth Management||Los Angeles, CA||Jun 2018 - Aug 2018||< 1|
|B. Riley & Co||Los Angeles, CA||Jun 2017 - Aug 2017||< 1|
|Huntington Life Magazine||Los Angeles, CA||Aug 2015 - Dec 2016||1|
|Cantor Fitzgerald||Los Angeles, CA||Jun 2016 - Jul 2016||< 1|
|Loyola High School||Los Angeles, CA||Sep 2012 - Jun 2016||3|
|Corpus Christi School||Los Angeles, CA||Sep 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2020|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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