James
Belew
Morgan Stanley
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About this Advisor
James Belew is a financial advisor working out of Florence, Alabama with a total of 2 years of industry experience. Belew is an employee of Morgan Stanley. During their career, Belew has held roles at Morgan Stanley, Western Union, Dish Network, The University Of Alabama, Uber, Iguana Grill and Morgan Stanley Private Bank, N.A. Belew has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alabama and Texas. Morgan Stanley is a registered investment firm operating out of Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 people on staff. It oversees $1 trillion in assets between its 2,233,188 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth investors who have greater than $1 million in investable assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees largely depend on the financial services. Fees billed by Morgan Stanley can consist of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
James Belew Work History
James has been registered as a financial advisor for 2 years.*
Morgan Stanley Private Bank, N.A
Morgan Stanley
Western Union
Dish Network
Uber
The University Of Alabama
The University Of Alabama
Iguana Grill
The University Of Alabama
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Belew to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Jersey City, NJ
Menlo Park, CA
Baltimore, MD
Billings, MT
Walnut Creek, CA
New Haven, CT
Pueblo, CO
Blue Bell, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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