JK
JK

Jeanine Kelly

27 Years of Experience
Farmington, NM
Broker

Jeanine Kelly is a registered investment advisor at Morgan Stanley, based in Farmington, NM, with 27 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

4801 N. Butler, Suite 14101, Farmington, NM, 87401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeanine is involved in several political and community organizations, including Four Corners Federated Republican Women, City of Farmington, Republican Party of San Juan County, San Juan Rotary Club, Greenlawn Cemetery Association, and New Mexico Federation of Republican Women. She also owns two rental properties.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
September 2008 - June 2009 · 9 mos
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2002 - August 2008 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2002 - August 2008 · 6 yrs 7 mos
Wells Fargo Investments, LLCBroker
December 2000 - June 2001 · 6 mos
Wells Fargo Brokerage Services, L.L.C.Broker
August 2000 - December 2000 · 4 mos
Primevest Financial Services, INC.Broker
April 1998 - August 2000 · 2 yrs 4 mos
State Registrations22 states
AZCACODCFLIDILKSMAMTNDNJNMNVNYORSCTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jeanine Kelly - Financial Advisor | TrueAdvisor