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John Elliott Boccaccio

Morgan Stanley

Atlanta, GA

CRD 5477814

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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
GA RA APPROVED 2023-09-05
TX RA APPROVED 2023-08-30
  • GA RA
    APPROVED
    Since 2023-09-05
  • TX RA
    APPROVED
    Since 2023-08-30

Branch Locations

3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • 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
J.P. Morgan Securities Inc New York NY 04/2008 09/2016
Jpmorgan Chase Bank, N.A. Atlanta GA 05/2017 01/2023
Jpmorgan Securities Llc Atlanta GA 05/2017 01/2023
Carroll Organization Atlanta GA 09/2016 05/2017
Morgan Stanley Smith Barney Llc Atlanta GA 01/2023 Present
Morgan Stanley Private Bank, N.A New York NY 01/2023 Present
  • 04/2008 → 09/2016
    J.P. Morgan Securities Inc
    New York, NY
  • 05/2017 → 01/2023
    Jpmorgan Chase Bank, N.A.
    Atlanta, GA
  • 05/2017 → 01/2023
    Jpmorgan Securities Llc
    Atlanta, GA
  • 09/2016 → 05/2017
    Carroll Organization
    Atlanta, GA
  • 01/2023 → Present
    Morgan Stanley Smith Barney Llc
    Atlanta, GA
  • 01/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-28
S63 Uniform Securities Agent State Law Examination 2011-10-31
  • S65 Uniform Investment Adviser Law Examination
    2023-08-28
  • S63 Uniform Securities Agent State Law Examination
    2011-10-31
Other Names
  • Jeb Boccaccio
  • Jebby Boccaccio
  • John E Boccaccio
  • John Elliott Boccaccio
  • John Elliott Boccaccio
  • John E Boccaccio

View on SEC IAPD

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