John Emerson Morrison

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

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-16
TX	RA	APPROVED_RES	2020-04-23
NJ	RA	APPROVED	2015-09-09

NY RA
APPROVED

Since 2021-06-16
TX RA
APPROVED_RES

Since 2020-04-23
NJ RA
APPROVED

Since 2015-09-09

Branch Locations

2000 Westchester Avenue 1Nc, Purchase, NY 10577 • 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

Organization	City	State	From	To
Morgan Stanley	Purchase	NY	08/2014	Present
Morgan Stanley Private Bank, N.A.	New York	NY	10/2018	Present

08/2014 → Present

Morgan Stanley

Purchase, NY
10/2018 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Other Businesses

*400187 - Inner City Scholarship Fund Junior Board; Investment related No; New York, New York; Charitable; Treasurer of Junior Board (proprietor, partner, officer, director, employee, trustee, agent); May 2020; During business hours: 1; After business hours: 9; Accounting/Bookkeeping, Business Development/Growth, Fundraising

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-09-03

S66 Uniform Combined State Law Examination

2015-09-03

Other Names

John Morrison

View on SEC IAPD