J Mckelvy is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 42 years of industry experience. J is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
2882 Sand Hill Road, Suite 200, Menlo Park, CA, 94025
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Regulatory History (2)
Customer Dispute
January 2016Customer Dispute
May 2002Other Business Activities
J owns real estate property in San Francisco since 2021. This activity is investment-related and takes minimal time during business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations52 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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