John David Perry

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 04/2018
  Morgan Stanley Smith Barney Llc
  Indianapolis, IN
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 04/2018 → 04/2020
  Morgan Stanley Smith Barney Llc
  Westfield, IN
• 04/2020 → Present
  Morgan Stanley Smith Barney Llc
  Indianapolis, IN

Previous Registrations

• 2009-03-19 → 2009-06-01
  Morgan Stanley & Co. Llc
  Indianapolis, IN
• 2001-10-12 → 2004-12-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN

Other Businesses

1.JPWW, LLC, OWNER; RENTAL PROPERTY; INVESTMENT RELATED; BOCA GRANDE, FL; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; START DATE: 06/2016 2.Monroe Ventures; Investment related Yes; Westfield, IN; Holding LLC for investments; Sole Member LLC (proprietor, partner, officer, director, employee, trustee, agent); Oct 2017; During business hours: 0; After business hours: 0 4. *573682 - Indiana Sports Corp; Investment Related: No; Indianapolis, Indiana; Sports; Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 11/2023; During Business Hours: 1; After Business Hours: 0; Sub committee of the board that helps look over budgets, investments, compensation of officers...etc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-18
• S66 Uniform Combined State Law Examination
  2001-08-24