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John Brison Glueckert

Morgan Stanley

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About John Brison Glueckert

John Brison Glueckert is a financial advisor with over 40 years of experience in the financial services industry. John began his career at The Ohio Company in 1977 and has since held positions at several other firms, including Lehman Brothers Inc. and PaineWebber Incorporated. He has been with Morgan Stanley since 2019. John is registered as a broker-dealer and investment advisor in 48 states and the District of Columbia. He holds a Series 63, 65, 7, 8, 9, 10 and SIE licenses, as well as several other designations. John specializes in providing a variety of financial services to a broad range of clients, including individuals, businesses, insurance companies, charitable organizations, and investment companies.

Firm Information

John Glueckert is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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John Glueckert’s Registration & Firm History

OH

04/26/2019 - Present

Morgan Stanley (Centerville OH)

OH

10/22/1999 - 04/29/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMISBURG OH)

NJ

02/28/1992 - 11/03/1999

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

05/26/1987 - 03/16/1992

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

05/22/1981 - 05/28/1987

BLUNT ELLIS & LOEWI INCORPORATED

NA

07/07/1976 - 10/28/1985

SECURITY FIRST FINANCIAL, INC.

NA

06/01/1977 - 06/12/1981

THE OHIO COMPANY

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Licenses & Designations

IA

Issued 08/17/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/30/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/08/1983

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/1987

Series 3 - National Commodity Futures Examination

BC

Issued 05/21/1977

Series 7 - General Securities Representative Examination

BC

Issued 07/02/1976

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for John Brison Glueckert.
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