John B Giachino

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

• 02/2023 → Present
  Morgan Stanley
  Oklahoma City, OK
• 01/2022 → 02/2023
  Clever Real Estate
  Oklahoma City, OK
• 08/2020 → 01/2022
  American Fidelity Assurance Company
  Oklahoma City, OK
• 08/2016 → 05/2020
  University Of Arkansas
  Fayetteville, AR
• 05/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*542308 - Rental Property; Investment related: Yes; Edmond, Oklahoma; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 3; After business hours: 2; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2023-04-17

Other Names

• John Bernard Giachino