KJ
KJ

Kenneth Jones

32 Years of Experience
Greenville, DE
2 DisclosuresBroker

Kenneth Jones is a registered investment advisor at Morgan Stanley, based in Greenville, DE, with 32 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

500 DuPont Field Blvd., Suite 300, Greenville, DE, 19807

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2002
Closed-No Action
Customer Dispute
January 2002
Closed-No Action
Other Business Activities

Kenneth is a board member and officer for Blue Hen Veterans and Friends, Inc., a military support organization, since 2016. He spends minimal time on this activity.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
January 2008 - June 2009 · 1 yr 5 mos
Morgan Stanley & CO. IncorporatedBroker
January 2008 - June 2009 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1998 - January 2008 · 10 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1993 - January 2008 · 14 yrs 6 mos
State Registrations19 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
Kenneth Jones - Financial Advisor | TrueAdvisor