JK
JK
John Kelley is a registered investment advisor at Morgan Stanley, based in Northfield, NJ, with 33 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
376 Tilton Road, Northfield, NJ, 08225
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Regulatory History (3)
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Customer Dispute
October 2018Denied
Customer Dispute
May 2008Settled
Customer Dispute
December 2001Settled
Other Business Activities
John is an employee of the Egg Harbor Township School System since August 2019. He spends minimal time on this activity during and after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
May 2010 - Present · 16 yrs
Morgan Stanley
May 2010 - Present · 16 yrs
Previous Registrations
Wells Fargo Advisors, LLCBroker
February 2006 - May 2010 · 4 yrs 3 mos
Wells Fargo Advisors, LLC
February 2006 - May 2010 · 4 yrs 3 mos
Janney Montgomery Scott LLC
September 2005 - March 2006 · 6 mos
Janney Montgomery Scott LLCBroker
June 1997 - March 2006 · 8 yrs 9 mos
Prudential Securities IncorporatedBroker
February 1993 - June 1997 · 4 yrs 4 mos
State Registrations32 states
ALAZCACOCTDCDEFLGAILINKYMAMDMNMSNCNHNJNMNVNYOHORPASCTXUTVAVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.