JK
CFP
JK
CFP
James Krantz is a CFP-designated registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 29 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
2400 Lakeview Parkway Suite 300, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (1)
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Criminal
February 1989Final Disposition
Other Business Activities
James owns a rental property in Park City, UT, since May 2018, managed by Mountain West Vacation Rentals. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Morgan Stanley
August 2017 - Present · 8 yrs 9 mos
Morgan StanleyBroker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2004 - August 2017 · 12 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1997 - August 2017 · 20 yrs 7 mos
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.