James Kelly is a CFP-designated registered investment advisor at Morgan Stanley, based in Pensacola, FL, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
850 South Palafox Street, Suite 200, Pensacola, FL, 32502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is an oboist for the Pensacola Symphony Orchestra and Sinfonia Gulf Coast, dedicating a few hours per week to these activities. He also works as a contract musician for St. Paul Catholic Church, spending minimal time on this.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Thirtyone Wealth
Private Client Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations34 states
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