John Weston Willcox
Investment adviser representative at Morgan Stanley
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Morgan Stanley Private Bank, N.ASep 2025 to now
- Morgan StanleyApr 2025 to now
- Morgan Stanley Smith Barney LLCApr 2025 to now
- Bank of America, N.A.Jan 2023 to Apr 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2019 to Apr 2025
- Fifth Third BankMay 2019 to Jul 2019
- South Carolina Department of AdministrationMay 2018 to Aug 2018
- University of South CarolinaAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (IL, OH, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7206975
- Firm CRD
- 149777