John A Volker
Investment adviser representative at Morgan Stanley
13 yearsExperience
3 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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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
13 years in the industry.
- Morgan StanleyJul 2022 to now
- Coachtools LLCSep 2020 to now
- Northwestern Mutual Investment Services LLCApr 2021 to Apr 2022
- Northwestern Mutual Life Insurance CompanyApr 2021 to Apr 2022
- Rumson Wine and SpiritsMar 2018 to Jun 2022
- Gettysburg CollegeAug 2017 to May 2021
- Barnacle BillsJul 2015 to Aug 2020
- Rumson Fair Haven Regional High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 7363548
- Firm CRD
- 149777