John StaffordCRD Number: 3074290
Current Firm: Morgan Stanley
John Stafford (CRD# 3074290) is an Investment Advisor Representative working at Morgan Stanley in Wichita Falls, TX and has over 19 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Stifel, Nicolaus & Company, Incorporated
Msi Financial Services, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||2|
|Morgan Stanley Smith Barney||Wichita Falls, TX||Jun 2009 - Current||8|
|Citigroup Global Markets Inc.||Wichita Falls, TX||Feb 2009 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Wichita Falls, TX||Jun 1998 - Feb 2009||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2004|
|S66||NASAA Uniform Combined State Law Examination||Sep 1998|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops