BK
BK

Brian Kahn

14 Years of Experience
Park City, UT
Broker

Brian Kahn is a registered investment advisor at Morgan Stanley, based in Park City, UT, with 14 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

1441 West Ute Boulevard, Suite 180, Park City, UT, 84098

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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

Brian owns Jupiter Peak Financial, open only for tax purposes, and spends minimal time on it. He also teaches adult education courses at the University of Utah and is a volunteer event planner, dedicating minimal time to each.

Employment History
Current Registrations
Morgan Stanley
October 2013 - Present · 12 yrs 7 mos
Morgan StanleyBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Responsible Asset Management
July 2012 - July 2013 · 1 yr
Npb Financial Group, LLC
February 2011 - June 2013 · 2 yrs 4 mos
State Registrations33 states
AZCACOCTDEFLGAHIIDILKSMAMDMEMNMOMSNCNHNMNVNYOKORPASCSDTXUTVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.