John Patrick Bergan
Investment adviser representative at Morgan Stanley
16 yearsExperience
2 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
16 years in the industry.
- Morgan Stanley Private Bank, N.ASep 2026 to now
- Morgan StanleyMar 2025 to now
- JPMorgan Securities LLCJul 2022 to Feb 2025
- UnemployedMay 2022 to Jul 2022
- JPMorgan Chase Bank, NAJun 2021 to Aug 2021
- InstacartNov 2020 to Jan 2021
- Twin Trees RestaurantApr 2020 to Aug 2020
- Plowz & MowzJun 2019 to Aug 2019
- Le Moyne CollegeAug 2018 to May 2022
- A L George LLCJun 2018 to Aug 2018
- Haddock PaddockAug 2017 to Sep 2017
- West Genesee High SchoolJul 2010 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (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
- 7594393
- Firm CRD
- 149777