LPL Financial
45yrs
Top advisor by experience in South Jordan
21yrs
Based in South Jordan, Utah, Patrick Ball is a fiduciary financial advisor with 21 years of industry experience. Patrick has been with Morgan Stanley since 2014; before that, Patrick spent less than a year at Harrisdirect. 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 392 advisors with offices in South Jordan, and one of 376 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 74% of advisors in Utah
Office680 West 10000 South, South Jordan, UT 84095
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.
Career
- 2014 – nowMorgan StanleyCurrent firm
- Oct 2005 – Dec 2005Harrisdirect LLCPreviously
Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call Morgan Stanley at (914) 225-5510 and ask for Patrick Ball. Patrick works from the South Jordan, UT office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2005, about 21 years. More experience than 74% of advisors in Utah.
What licenses does Patrick hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick 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 Patrick 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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