Robert W. Baird & Co.
45yrs
Top advisor by experience in Charleston
11yrs
John Elson
Financial advisor at Morgan Stanley
John Elson is a fiduciary financial advisor in Charleston, South Carolina, with 11 years in the industry. After six years at Wells Fargo Advisors and a year at UBS Financial Services, John joined Morgan Stanley in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 409 advisors with offices in Charleston, and one of 386 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office850 Morrison Drive Suite 800, Charleston, SC 29403
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 ?1 state
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
- 2023 – nowMorgan StanleyCurrent firm
- 2017 – 2023Wells Fargo Clearing Services, LLCPreviously
- Feb 2016 – May 2017UBS Financial Services Inc.Previously
Contact John
(914) 225-5510Firm headquarters in Purchase, NY. Ask for John. 850 Morrison Drive Suite 800Charleston, SC 29403Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask John
Tailored to John’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 John
How do I contact John?
Call Morgan Stanley at (914) 225-5510 and ask for John Elson. John works from the Charleston, SC office.
How long has John been a financial advisor?
John has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
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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