IO
IO

Ifejika Okonkwo

24 Years of Experience
Alpharetta, GA
Broker

Ifejika Okonkwo is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 24 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

3 Edison Drive, Alpharetta, GA, 30005

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ifejika is a consultant for Ifejika Okonkwo & Associates, dedicating minimal time outside of business hours. He also provides business consulting services in Nigeria through Legacy Global (Nigeria) Limited, spending a few hours per week.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan Stanley
January 2023 - Present · 3 yrs 4 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
E*trade Capital Management, LLC
November 2020 - September 2023 · 2 yrs 10 mos
E*trade Securities LLCBroker
May 2003 - September 2023 · 20 yrs 4 mos
E*trade Securities, IncorporatedBroker
July 2000 - August 2002 · 2 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.