Jean-Pierre
Gobic

Morgan Stanley

CRD#4380699
Investment Advisor
in Sarasota, FL

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About this Advisor

Jean-Pierre Gobic is a financial advisor operating in Sarasota, Florida with 13 years of industry experience. Gobic currently works for Morgan Stanley. Over the course of their career, Gobic has held roles at Fordham University, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Gobic holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and Texas. Morgan Stanley is a firm headquartered in Purchase, NY. The company has offices in 930 locations and a total of 28,000 financial advisors. It controls $1 trillion in assets under management across its 2,233,188 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets. The company provides 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. Financial advisory fee schedules largely are based on the type of financial services. Fees billed by Morgan Stanley likely are comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

2 North Tamiami Trail Suite 1100
Sarasota, FL 34236

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

FL Average: $7,464,549,021
Total Number of Employees

28,000

FL Average: 88
Total Number of Accounts

2,233,188

FL Average: 3,892
Average Account Size

$530,659

FL Average: $1,917,921

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

Jean-Pierre Gobic Work History

Jean-Pierre has been registered as a financial advisor for 13 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2010 - Present (14 years)

Morgan Stanley Smith Barney

1996 - Present (28 years)

Fordham University

*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 Jean-Pierre Gobic to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Johnny Williams
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Russell Huebschle
Oakland, CA
Allan House
Baltimore, MD
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
Melissa Moyer
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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