John B Boles

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

• 09/2024 → Present
  Morgan Stanley
  Chicago, IL
• 11/2020 → 12/2023
  Auburn University
  Auburn, AL
• 05/2023 → 08/2023
  Morgan Stanley
  Chicago, IL
• 05/2017 → 01/2022
  Chick-Fil-A
  Auburn, AL
• 12/2023 → 07/2024
  Auburn University
  Auburn, AL
• 01/2021 → 05/2021
  Ameriprise Financial
  Auburn, AL
• 01/2021 → 07/2022
  Auburn University
  Auburn, AL
• 08/2014 → 05/2020
  Auburn City Schools
  Auburn, AL
• 08/2020 → 05/2024
  Auburn University
  Auburn, AL
• 12/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-11-25

Other Names

• John Blackburn Boles
• John B Boles