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Morgan Stanley | Financial Advisor in Grand Rapids ,MI

Morgan Stanley

5211 Cascade Rd
Grand Rapids, MI 49546

Griswold Bartolec Group of Advisors


About

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.

50 Years of Experience


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

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:   Individual Investors , Investment Clubs , Businesses , Non-Profit Organizations


Services
Investment Types:   Annuities , Insurance , Options & Futures , Stocks , Mutual Funds , Bonds , Alternative Investments , Commodities , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , FOREX & Currency , Socially Responsible Investments (SRI)


Qualifications & Memberships
Insurance and Annuity Licenses:   Life , Variable Annuity , Health , Annuity , Variable Life
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


Jim Jarvis

Jim Jarvis

Communities Served

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

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

Compensation Arrangements

Check Money Order
Bank Transfer