AJ
AJ

Alicia Jones

6 Years of Experience
Lakeland, FL
Broker

Alicia Jones is a registered investment advisor at Morgan Stanley, based in Lakeland, FL, with 6 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
Loading...

Location

225 East LEMON STREET, 1st Floor, Lakeland, FL, 33801

Get directions

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.

Learn about disclosures →
Other Business Activities

Alicia works as a food delivery driver for Uber Eats in San Francisco since July 2023. This takes about 10-20% of her time after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
February 2022 - Present · 4 yrs 3 mos
Morgan Stanley
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Morgan Stanley
November 2018 - April 2021 · 2 yrs 5 mos
Morgan StanleyBroker
August 2018 - April 2021 · 2 yrs 8 mos
State Registrations42 states
ALARAZCACOCTDCDEFLGAIDILINLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHORPARISCTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Alicia Jones - Financial Advisor | TrueAdvisor