RBC Capital Markets
43yrs
Top advisor by experience in Kirkland
4yrs
John Lopez
Financial advisor at Morgan Stanley
John Lopez has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Kirkland, Washington. After three years at Wells Fargo Advisors, John joined Morgan Stanley in 2025, 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 297 advisors with offices in Kirkland, and one of 293 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office4000 Carillon Point Suite 600, Kirkland, WA 98033
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
- Dec 2025 – nowMorgan StanleyCurrent firm
- 2022 – 2025Wells Fargo Clearing Services, LLCPreviously
Contact John
4000 Carillon Point Suite 600Kirkland, WA 98033Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Morgan Stanley at (914) 225-5510 and ask for John Lopez. John works from the Kirkland, WA office.
How long has John been a financial advisor?
John has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does John hold?
Series 63, Series 65. 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.
Other advisors nearby
RBC Capital Markets
43yrs
Top 1% by experience in Kirkland
Edelman Financial Engines
43yrs
Top 1% by experience at Edelman Financial Engines
Private Asset Management
43yrs
Top 1% by experience in Kirkland
Morgan Stanley
43yrs
Top 2% by experience in Kirkland
Gallo Lupo
43yrs
Top 2% by experience in Kirkland