JM
JM

Joel Mckoan

26 Years of Experience
Naples, FL
Broker

Joel Mckoan is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joel is the Founder and Chief Investment Officer of Royal Harbour Capital LLC, a private investment company. The company is being wound down and closed, requiring minimal time from Joel.

Employment History
Current Registrations
Morgan Stanley
January 2020 - Present · 6 yrs 4 mos
Morgan StanleyBroker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
UBS Warburg LLCBroker
November 2000 - March 2003 · 2 yrs 4 mos
Painewebber IncorporatedBroker
January 1995 - January 2001 · 6 yrs
Kidder, Peabody & CO. IncorporatedBroker
September 1986 - December 1994 · 8 yrs 3 mos
Dillon, Read & CO. INC.Broker
June 1984 - September 1986 · 2 yrs 3 mos
Drexel Burnham Lambert IncorporatedBroker
February 1983 - July 1984 · 1 yr 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Joel Mckoan - Financial Advisor | TrueAdvisor