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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-06-07
TX RA APPROVED 2021-06-04
  • FL RA
    APPROVED
    Since 2021-06-07
  • TX RA
    APPROVED
    Since 2021-06-04

Branch Locations

3801 Pga Boulevard Suite 700, Palm Beach Gardens, FL 33410 • 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
Wells Fargo Advisors, Llc Chicago IL 06/2013 11/2016
Wells Fargo Clearing Services, Llc Chicago IL 11/2016 06/2021
Morgan Stanley Smith Barney Llc Palm Beach Gardens FL 06/2021 Present
Morgan Stanley Private Bank, N.A New York NY 07/2021 Present
  • 06/2013 → 11/2016
    Wells Fargo Advisors, Llc
    Chicago, IL
  • 11/2016 → 06/2021
    Chicago, IL
  • 06/2021 → Present
    Morgan Stanley Smith Barney Llc
    Palm Beach Gardens, FL
  • 07/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2013-06-05 → 2021-06-10
    Chicago, IL
    Palm Beach, FL
    West Palm Beach, FL
    Palm Beach, FL
    Boca Raton, FL
    Palm Beach, FL
    Palm Beach, FL
  • 2009-06-01 → 2013-06-28
    Chicago, IL
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Chicago, IL
  • 2003-10-28 → 2007-04-02
    Morgan Stanley Dw Inc.
    Chicago, IL
    Chicago, IL
Other Businesses

TRUSTEE FOR COUSIN'S TRUST, INV RELATED, CHICAGO, IL, START: 10/1/2018, 3 HRS/MONTH, 0 HRS DURING TRADING. CO-TRUSTEE FOR COUSIN'S TRUST, INV RELATED, SOUTHFIELD, MI, START: 7/1/2019, 2 HRS/MONTH, 0 HRS DURING TRADING.; CO-TRUSTEE FOR COUSIN'S TRUST, INV RELATED, SOUTHFIELD, MI, START: 7/1/2019, 2 HRS/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR FATHER'S TRUST, INV RELATED, BOYNTON BEACH, FL, START: 9/9/20019, LESS THAN 1 HR/MONTH, LESS THAN 1 HR DURING TRADING.; TRUSTEE FOR MOTHER'S TRUST, INV RELATED, VILLAGE OF GOLF, FL, START: 12/5/2019, LESS THAN 1 HR/MONTH, 0 HRS DURING TRADING.; PERSONAL REPRESENTATIVE FOR FATHER'S COUSIN, INV RELATED, VILLAGE OF GOF, FL, START: 6/30/2020, 3 HOURS/MONTH, 0 HRS DURING TRADING.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, VILLAGE OF GOLF, FL, START: 9/11/2020, 1 HR/MONTH, 1 HR DURING TRADING.; CO-TRUSTEE FOR COUSIN'S TRUST, INV RELATED, PASADENA, CA, START: 11/01/2020, 0 HRS/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR CHILDREN, NIECES AND NEWPHEWS (7 TRUSTS), INV RELATED, BOYNTON BEACH, FL, START: 11/17/2020, LESS THAN 1 HR/MONTH, 0 HRS DURING TRADING.; PERSONAL REP FOR FATHER, INV RELATED, BOYNTON BEACH, FL, START: 11/19/2020, 4 HRS/MONTH, 1 HR DURING TRADING.; TRUSTEE FOR NIECE, INV RELATED, BOYNTON BEACH, FL, START: 11/20/2020, 1 HR/MONTH, LESS THAN 1 HR DURING TRADING.; TRUSTEE FOR FATHERS DECEDANT TRUST, INV RELATED, BOYNTON BEACH, FL, START: 12/22/2020, 1 HR/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR FAMILY TRUST, INV RELATED, BOYNTON, BEACH, FL, START: 5/26/2021, LESS THAN 1 HR/MONTH, 0 HRS DURING TRADING. 443301- Trust; Investment related Yes; Chicago, Illinois; Trust; Trustee/Co-Trustee; 11/2017; During business hours: 0; After business hours: 1; *445712- Trust; Investment related Yes; Chicago, Illinois; Trust; Trustee/Co-Trustee; 11/2017; During business hours: 0; After business hours: 2; *445722 - Carlene Blunt Canadian LLC; Investment related: Yes; Chicago, Illinois; Investment/Finance/Banking; Co-Manager (proprietor, partner, officer, director, employee, trustee, agent); 11/2017; During business hours: 0; After business hours: 2; Control or Authority over Outside Securities Account(s), Investment Decisions/Advice *549520- Frances L. Blunt Canadian LLC; Investment related: No; Chicago, Illinois; Investment/Finance/Banking; Co-Manager (proprietor, partner, officer, director, employee, trustee, agent); 11/2017; During business hours: 0; After business hours: 1; Control or Authority over Outside Securities Account(s):Investment Decisions/Advice *549522- Patricia P. Blunt Canadian LLC; Investment related: Yes; Chicago, Illinois; Investment/Finance/Banking; Co-Manager (proprietor, partner, officer, director, employee, trustee, agent); 11/2017; During business hours: 0; After business hours: 1; Control or Authority over Outside Securities Account(s):Investment Decisions/Advice

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-07-03
S63 Uniform Securities Agent State Law Examination 2002-07-11
  • S65 Uniform Investment Adviser Law Examination
    2003-07-03
  • S63 Uniform Securities Agent State Law Examination
    2002-07-11
Other Names
  • Jack Blunt
  • Jack Thorp Blunt
  • John Thorp Blunt
  • John Thorp Blunt Jr
  • John Thorp Blunt Jr.

View on SEC IAPD

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