John Kelly is a registered investment advisor at Morgan Stanley, based in Rockville, MD, with 12 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
702 King Farm Boulevard, Suite 500, Rockville, MD, 20850
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
August 2015 - Present · 10 yrs 9 mos
Morgan StanleyBroker
August 2015 - Present · 10 yrs 9 mos
Previous Registrations
First Allied Securities, INC.Broker
June 2014 - July 2015 · 1 yr 1 mo
Lighthouse Wealth Management
January 2014 - July 2015 · 1 yr 6 mos
Mid Atlantic Capital CorporationBroker
June 2013 - June 2014 · 1 yr
Broker Dealer Financial Services CORP.Broker
January 2013 - February 2013 · 1 mo
State Registrations46 states
AKALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.