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John Clayton Tipton

Investment adviser representative at Morgan Stanley
11 yearsExperience
1 stateRegistered 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

11 years in the industry.

  1. Morgan StanleyOct 2025 to now
  2. In Between JobsAug 2025 to Sep 2025
  3. AlphasightsJul 2022 to Jul 2025
  4. University of MichiganAug 2019 to Jun 2022
  5. Tca Ventures (tech Coast Angels)Jul 2019 to Aug 2019
  6. University of MichiganAug 2018 to Jun 2019
  7. Wharton Moneyball AcademyJul 2018 to Aug 2018
  8. University of MichiganAug 2017 to Jun 2018
  9. Brentwood High SchoolSep 2015 to Jul 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
8149643
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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