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John A Vert

Morgan Stanley

Rockville, MD

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-08-13
TX RA APPROVED 2025-10-03
MD RA APPROVED 2025-10-01
  • VA RA
    APPROVED
    Since 2026-08-13
  • TX RA
    APPROVED
    Since 2025-10-03
  • MD RA
    APPROVED
    Since 2025-10-01

Branch Locations

702 King Farm Boulevard Suite 500, Rockville, MD 20850 • 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
The Vanguard Group, Inc. Charlotte NC 10/2021 07/2025
Barrel And Stone Interiors Buckeystown MD 10/2020 10/2021
Unemployed Frederick MD 06/2020 09/2020
Furnished Quarters Boston MA 05/2019 05/2020
Wayfair Boston MA 05/2017 03/2019
High Point University High Point NC 06/2015 08/2017
Morgan Stanley Rockville MD 09/2025 Present
  • 10/2021 → 07/2025
    The Vanguard Group, Inc.
    Charlotte, NC
  • 10/2020 → 10/2021
    Barrel And Stone Interiors
    Buckeystown, MD
  • 06/2020 → 09/2020
    Unemployed
    Frederick, MD
  • 05/2019 → 05/2020
    Furnished Quarters
    Boston, MA
  • 05/2017 → 03/2019
    Wayfair
    Boston, MA
  • 06/2015 → 08/2017
    High Point University
    High Point, NC
  • 09/2025 → Present
    Morgan Stanley
    Rockville, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-15
S63 Uniform Securities Agent State Law Examination 2021-12-30
  • S66 Uniform Combined State Law Examination
    2023-06-15
  • S63 Uniform Securities Agent State Law Examination
    2021-12-30
Other Names
  • John Vert
  • John Alex Vert

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NAVY FEDERAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
UNITED BROKERAGE SERVICES, INC
PROFIT INVESTMENTS
ORTMAN FINANCIAL PLANNING

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JOHN BRIAN OETTINGER
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JASON SCOTT COHEN
JENNIFER CHRISTINE PASCAL
DANIEL RONIS
Annalise Taylor Haywood
Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

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