John J Magovern

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

• 12/2015 → 01/2025
  Stifel, Nicolaus & Company, Incorporated
  St. Louis, MO
• 01/2025 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 02/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-12-04 → 2025-02-21
  Stifel, Nicolaus & Company, Incorporated
  St. Louis, MO
  New York, NY
• 2009-04-06 → 2015-12-04
  Barclays Capital Inc.
  New York, NY
  New York, NY

Other Businesses

*630263 - JJM Holdings LLC; Investment related: Yes; Old Greenwich , Connecticut; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 1/2013; During business hours: 0; After business hours: 1; Administrative:Check Signing/Funds Disbursements (2) Fords in Finance / Non-Investment Related / Haverford, PA / Affinity Group / Executive Council Member / Meetings / Start 01-January-2015; 1 hour devoted monthly / 0 during trading hours. (3) 630577 - Energy Vison; Investment Related - No; New York, New York; Environmental; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2017; During Business Hours: 1; After Business Hours: 4; Administrative. *634890 - Kings Point Carolina LLC; Investment related- Yes; Manhasset, New York; Rental Property; Class B Non Voting Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2018; During business hours: 0; After business hours: 1; Administrative.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-03

Other Names

• John Magovern