linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Thorp Blunt

Morgan Stanley

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Thorp Blunt

John Thorp Blunt is a financial advisor with Morgan Stanley, headquartered in Palm Beach Gardens, FL. John has been a registered investment advisor for over 20 years and has extensive experience in the financial industry. John has been associated with Morgan Stanley since 2009 and has previously worked with Wells Fargo Clearing Services, LLC, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. John has a strong track record of providing financial advice and investment management services to individuals, families, and businesses.

Firm Information

John Blunt 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

check

performance-based fees

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

check

other

See schedule d miscellaneous

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Blunt’s Registration & Firm History

FL

06/04/2021 - Present

Morgan Stanley (Palm Beach Gardens FL)

FL

06/05/2013 - 06/10/2021

WELLS FARGO CLEARING SERVICES, LLC (PALM BEACH FL)

IL

06/01/2009 - 06/28/2013

MORGAN STANLEY (CHICAGO IL)

IL

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)

IL

04/30/2003 - 04/02/2007

MORGAN STANLEY DW INC. (CHICAGO IL)

NY

05/24/2002 - 01/13/2003

RTX SECURITIES CORPORATION (NEW YORK NY)

CO

11/27/1996 - 10/29/1998

GIA SECURITIES, INC. (DENVER CO)

OH

12/10/1993 - 01/20/1995

MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)

IL

04/04/1990 - 12/07/1993

THE CHICAGO CORPORATION (CHICAGO IL)

NY

09/22/1987 - 03/05/1990

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

Not sure if John Thorp Blunt is right for you?

Licenses & Designations

IA

Issued 07/03/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 05/22/2002

Series 7 - General Securities Representative Examination

BC

Issued 04/04/1988

Series 3 - National Commodity Futures 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 Thorp Blunt.
Not sure if John Thorp Blunt is right for you?