James
Homfeldt
Morgan Stanley
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About this Advisor
James Homfeldt is a financial advisor working in Gilbert, Arizona with a total of 1 year of relevant experience. Homfeldt is an advisor for Morgan Stanley. The advisor has gained experience at The Vanguard Group, Inc, Kalyx Capital Management, University Of Oregon Student Recreation Center, Peer Executive Groups, Pape Group Inc, Bullet Rental & Sales Inc, Triad Middle School, University Of Oregon, Triad High School and Morgan Stanley Smith Barney LLC. Homfeldt has Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to advise clients in Arizona and Texas. Morgan Stanley is an advisory firm operating out of Purchase, NY. The company has offices in 930 locations and a total of 28,000 people on staff. It controls $1 trillion in assets under management across its 2,233,188 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% are held by high-net-worth individuals who have at least $1 million in investable assets. The company offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules largely are based on which services are provided. However, fees charged by Morgan Stanley most likely are comprised of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
James Homfeldt Work History
James has been registered as a financial advisor for 1 years.*
Morgan Stanley Smith Barney LLC
Bullet Rental & Sales Inc
The Vanguard Group, Inc
Kalyx Capital Management
Peer Executive Groups
University Of Oregon Student Recreation Center
Pape Group Inc
University Of Oregon
Triad High School
Triad Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Homfeldt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Billings, MT
Lutherville Timonium, MD
Baltimore, MD
New York, NY
Walnut Creek, CA
Miami, FL
Pueblo, CO
Garden City, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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