J Mckelvy is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 42 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
2882 Sand Hill Road, Suite 200, Menlo Park, CA, 94025
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Regulatory History (2)
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Customer Dispute
January 2016Denied
Customer Dispute
May 2002Closed-No Action
Other 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
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
October 1983 - July 1993 · 9 yrs 9 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.