John A Coleman

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

• 12/2015 → Present
  Morgan Stanley
  Short Hills, NJ
• 03/2016 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*388325 - Trust; Investment related; Trust; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Nov 2007; During business hours: 0; After business hours: 1.

Exams

• S66 Uniform Combined State Law Examination
  2016-02-25

Other Names

• John A Coleman
• John A. Coleman