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John Emerson Porter

Morgan Stanley

Savannah, GA

CRD 2891488

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2014-02-21
TX RA APPROVED_RES 2009-10-23
GA RA APPROVED 2009-06-01
  • SC RA
    APPROVED
    Since 2014-02-21
  • TX RA
    APPROVED_RES
    Since 2009-10-23
  • GA RA
    APPROVED
    Since 2009-06-01

Branch Locations

7402 Hodgson Memorial Drive Suite 100, Savannah, GA 31406 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Savannah GA 06/2009 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    Savannah, GA
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Savannah, GA
  • 2003-04-07 → 2007-04-02
    Morgan Stanley Dw Inc.
    Savannah, GA
    Savannah, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-08-01
S63 Uniform Securities Agent State Law Examination 1997-07-14
  • S65 Uniform Investment Adviser Law Examination
    1997-08-01
  • S63 Uniform Securities Agent State Law Examination
    1997-07-14
Other Names
  • John E (Iii) Porter
  • John Emerson Porter
  • John Emerson Porter Iii

View on SEC IAPD

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VALIC FINANCIAL ADVISORS, INC. · SAVANNAH, GA
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