J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
36yrs
John Cleator has worked in the financial industry for 36 years and is a financial advisor based in Los Angeles, California. After two years at Morgan Stanley & Co. and eight years at Morgan Stanley DW, John joined Morgan Stanley in 2009, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience36 years (since 1990)
How that compares ?Top 5% by experience in Los Angeles
Office444 South Flower Street,34th Floor, Los Angeles, CA 90071
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 63Uniform Securities Agent State Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- 1998 – 2007Morgan Stanley DW Inc.Previously
Contact John
(914) 225-5510Firm headquarters in Purchase, NY. Ask for John. 444 South Flower Street,34th FloorLos Angeles, CA 90071Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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?
My notes and scorecard
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About John
How do I contact John?
Call Morgan Stanley at (914) 225-5510 and ask for John Cleator. John works from the Los Angeles, CA office.
How long has John been a financial advisor?
John has been in the industry since 1990, about 36 years. Top 5% by experience in Los Angeles.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John 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 John 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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