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Morgan Stanley

Morgan Stanley | Financial Advisor in Grand Rapids ,MI
Jim Jarvis

Jim Jarvis



"Griswold Bartolec Group of Advisors"


Address:
5211 Cascade Rd
Grand Rapids, MI 49546

Map it | Directions | Website


(616) 359-6215

50 Years of Experience

  • Firm CRD# 149777
  • Series 7, 66, 65, 31, 63
  • CRD# 5614643

Offers & Pledges

  • I provide a free initial consultation:

Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services. The firm has continually broken new ground in advising our clients on strategic transactions, in pioneering the global expansion of finance and capital markets, and in providing new opportunities for individual and institutional investors.


  • HighLights

HIGHLIGHTS


General Information
Firm Start Year: 1935
No.of Employees: More than 5000
Name of Broker/Dealer: Morgan Stanley
States Licensed in: MI
Number of Years with Current Firm: 50
Work Experience: Our team has 50 years of combined experience
I work with the following types of clients: Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
 

Services
Investment Types: Alternative Investments, Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
 
Qualifications & Memberships
Insurance and Annuity Licenses: Life, Variable Life, Health, Variable Annuity, Annuity
 

Firm Information
Number of Advisors in Office: 10 - 99 employees
I work with clients as part of a team: Yes
 

Compliance
Registered Investment Advisor: Yes
Registered Representative: Yes
Investment Advisor Representative: Yes
I am an acknowledged fiduciary: Yes
Compliance Disclosures in Last 5 years: I have a clean record
Criminal Disclosures in Last 5 years: I have a clean record
 

Compensation & Fees
Fee Structure: I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts: 50000
Compensation Methods: Based on Assets
 

Articles

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The time is now to start saving for retirement
Retirement may be right around the corner or a far off thought, depending on where you are in life. But no matter if you plan to retire in five years or 30 years, now is the time to take action. more

Work out your credit to get financially fit this summer
Just as you take care of your physical health in preparation for summer fun, you need to pay attention to your financial well-being as well - and not just when the weather's warm, but all year round. more

Schedule a Free Initial Consultation

  • No obligation to hire
  • primarily to evaluate mutual fit.








Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM

Communities Served

  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • KY
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NY
  • OH
  • TN
  • TX
  • WA
  • WI

Market Watch

Compensation Arrangements

  • Check
  • Money Order
  • Bank Transfer

 
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