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Morgan Stanley

Morgan Stanley | Financial Advisor in Grand Rapids ,MI
Jim Jarvis

Jim Jarvis



"Griswold Bartolec Group of Advisors"


Address:
5211 Cascade Rd
Grand Rapids, MI 49546

Map it | Directions | Website


(616) 359-6215

50 Years of Experience

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

Offers & Pledges

  • I provide a free initial consultation:

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.


  • HighLights

HIGHLIGHTS


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

Services
Investment Types: Alternative Investments, Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
 
Qualifications & Memberships
Insurance and Annuity Licenses: Life, Variable Life, Health, Variable Annuity, Annuity
 

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
 

Articles

Eight tax tips that will save you time and money
When all the holiday dust settles, tax time begins for millions of Americans. Regardless of when you file, follow these tips to make preparing your 2010 taxes easier. more

Five tips college students need to be credit card smart
Going to college is, for most students, the first time they'll feel really independent. And, accordingly, the rest of the world starts treating them like adults too, from the expectations of college professors to the credit card offers that will start flooding in. And just as it's important to study hard for a major, it's essential to learn what are the real benefits and repercussions of having a credit card. more

2010 is the last year for certain tax breaks
Many credits that saved Americans thousands of dollars on their 2009 tax returns are also good for 2010. The federal credits being extended through 2010 will impact workers, families, college students, low-income taxpayers and homeowners who make green improvements. more

Schedule a Free Initial Consultation

  • No obligation to hire
  • primarily to evaluate mutual fit.








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

Communities Served

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

Market Watch

Compensation Arrangements

  • Check
  • Money Order
  • Bank Transfer

 
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