James
Kelly
Morgan Stanley
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About this Advisor
James Kelly is a financial advisor based in Pensacola, Florida, working with Morgan Stanley. James has previously held positions at Morgan Stanley Smith Barney LLC, Gainesville Symphony Orchestra, Sinfonia Gulf Coast, Pensacola Community Music School, Pensacola Symphony Orchestra, Self Employed Music Teacher, Panama City Pops Orchestra, Atlanta Music Project, Florida State University, St Paul Catholic Church, Starbucks Coffee, First Baptist Church, Northwest Florida Symphony Orchestra, University Of South Alabama, Gulf Breeze School Of Music, and Morgan Stanley Private Bank, N.A. James has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, James is part of Morgan Stanley, which operates out of Pensacola, Florida. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
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 Kelly Work History
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney LLC
St Paul Catholic Church
Gainesville Symphony Orchestra
Atlanta Music Project
Sinfonia Gulf Coast
Pensacola Symphony Orchestra
Self Employed Music Teacher
Pensacola Community Music School
University Of South Alabama
Gulf Breeze School Of Music
First Baptist Church
Panama City Pops Orchestra
Florida State University
Starbucks Coffee
Northwest Florida Symphony Orchestra
Disclosures
Please visit the SEC profile of James Kelly 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
Kansas City, MO
New York, NY
San Diego, CA
Boston, MA
Wellesley Hills, MA
Kingsport, TN
Woodland Hills, CA
Oneonta, NY
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