John James Mclaughlin

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

• 06/2011 → Present
  Mssb
  Jacksonville, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-02-13 → 2011-06-29
  Morgan Keegan & Company, Llc
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Pensacola, FL
  Jacksonville, FL
• 2003-07-10 → 2007-02-20
  Amsouth Investment Management Company Llc
  Birmingham, AL
• 2003-02-04 → 2003-07-23
  Amsouth Investment Services, Inc.
  Jacksonville, FL
  Jacksonville, FL
  Neptune Beach, FL
  Ponte Vedra Beach, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
• 2001-09-17 → 2002-09-26
  Charles Schwab & Co., Inc.
  Jacksonville, FL

Other Businesses

*154892 - Diocese of St. Augustine; Investment related No; Jacksonville, Florida; Religious; Advisory Board, Board Member, Finance Committee, Investment Committee, Pension Committee (proprietor, partner, officer, director, employee, trustee, agent); 05/2013 ; During business hours: 2; After business hours: 0; Business Development/Growth.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-04
• S63 Uniform Securities Agent State Law Examination
  1998-11-30