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John L Mason

Morgan Stanley

Purchase, NY

Alpharetta, GA

CRD 8124100

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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 2026-02-23
  • GA RA
    APPROVED
    Since 2026-02-23

Branch Locations

2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States

1 Edison Drive, Alpharetta, GA 30005 • 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 Alpharetta GA 08/2025 Present
Cahaba Wealth Management Atlanta GA 05/2024 08/2024
University Of Wisconsin-Madison Student Print Madison WI 08/2023 12/2023
Nick's Restaurant And Lounge Madison WI 04/2023 12/2023
Lifetime Fitness Sandy Springs GA 03/2021 08/2023
Riverwood International Charter School Sandy Springs GA 08/2017 05/2021
Holy Innocents' Episcopal School Sandy Springs GA 08/2015 05/2017
University Of Wisconsin Madison Madison WI 08/2021 05/2025
  • 08/2025 → Present
    Morgan Stanley
    Alpharetta, GA
  • 05/2024 → 08/2024
    Cahaba Wealth Management
    Atlanta, GA
  • 08/2023 → 12/2023
    University Of Wisconsin-Madison Student Print
    Madison, WI
  • 04/2023 → 12/2023
    Nick's Restaurant And Lounge
    Madison, WI
  • 03/2021 → 08/2023
    Lifetime Fitness
    Sandy Springs, GA
  • 08/2017 → 05/2021
    Riverwood International Charter School
    Sandy Springs, GA
  • 08/2015 → 05/2017
    Holy Innocents' Episcopal School
    Sandy Springs, GA
  • 08/2021 → 05/2025
    University Of Wisconsin Madison
    Madison, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-20
S63 Uniform Securities Agent State Law Examination 2025-09-24
  • S66 Uniform Combined State Law Examination
    2026-02-20
  • S63 Uniform Securities Agent State Law Examination
    2025-09-24
Other Names
  • John L Mason

View on SEC IAPD

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