JK
JK

Jonathan Kipp

6 Years of Experience
Scottsdale, AZ
Broker

Jonathan Kipp is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, 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
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Location

14850 North Scottsdale Road, Suite 600, Scottsdale, AZ, 85254

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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

Jonathan is involved in several business activities, including gig work for FX Promotions, retail/online stores for Barrett Jackson, Practical Cleaning Company, Kipp Investments LLC (real estate), and Arizona Bike Week. These activities require minimal time commitment.

Employment History
Current Registrations
Morgan Stanley
August 2022 - Present · 3 yrs 9 mos
Morgan StanleyBroker
May 2022 - Present · 4 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
June 2019 - April 2022 · 2 yrs 10 mos
State Registrations39 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSMAMDMIMNMOMTNCNJNMNVNYOHORPASCTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.