Raymond James & Associates
45yrs
Top advisor by experience in Vancouver
22yrs
Josh Rand is a fiduciary financial advisor in Vancouver, Washington, with 22 years in the industry. Josh joined Morgan Stanley in 2009, after two years at Morgan Stanley & Co. and two years at Morgan Stanley DW. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 513 advisors with offices in Vancouver, and one of 489 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 69% of advisors in Vancouver
Office1701 Southeast Columbia River Drive Suite 120, Vancouver, WA 98661
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- 2004 – 2007Morgan Stanley DW Inc.Previously
Contact Josh
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Josh. 1701 Southeast Columbia River Drive Suite 120Vancouver, WA 98661Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Josh
Tailored to Josh’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Josh
How do I contact Josh?
Call Morgan Stanley at (914) 225-5510 and ask for Josh Rand. Josh works from the Vancouver, WA office.
How long has Josh been a financial advisor?
Josh has been in the industry since 2004, about 22 years. More experience than 69% of advisors in Vancouver.
What licenses does Josh hold?
Series 66. Tap any license on this page to see what it allows.
Is Josh a fiduciary?
Josh is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Josh paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Josh for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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