John Appleby, financial advisor Tampa FL

John Appleby

CRD Number: 6622277
Current Firm: Morgan Stanley

John Appleby (CRD# 6622277) is an Investment Advisor Representative working at Morgan Stanley in Tampa, FL and has over 4 years of experience in the finance industry.

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Econologics Financial Advisors
Company Name Location Dates Years
Morgan Stanley Tampa, FL Sep 2021 - Current < 1
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Aug 2021 3
Fidelity Brokerage Services LLC Jacksonville, FL Oct 2016 - Aug 2021 4
Merrill Lynch Jacksonville, FL Mar 2016 - Oct 2016 < 1
Uber Orlando, FL Aug 2015 - Feb 2016 < 1
University Of Central Florida Orlando, FL Aug 2013 - Dec 2015 2
Chipotle Mexican Grill Orlando, FL May 2015 - Aug 2015 < 1
Timuquana Country Club Jacksonville, FL Apr 2014 - Aug 2014 < 1
Joseph A. Bank Orlando, FL Oct 2013 - Apr 2014 < 1
Timuquana Country Club Jacksonville, FL Apr 2013 - Aug 2013 < 1
Unemployed Jacksonville, FL Jan 2013 - Mar 2013 < 1
Florida State College At Jacksonville Jacksonville, FL Aug 2011 - Dec 2012 1
Timuquana Country Club Jacksonville, FL Apr 2012 - Aug 2012 < 1
Trinity Christian Academy Jacksonville, FL Aug 2006 - May 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2018
S63 Uniform Securities State Law Examination Dec 2016
Contact Info for John P. Appleby
Phone Number: 914-225-5510
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,075,993
    MILLIONS
  • Total Number of Accounts
    1,955,913
    ACCOUNTS
  • Average Account Value
    $550,123
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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