James Douglas Krantz
Investment adviser representative at Morgan Stanley
30 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2TFirm assets
Are you James Douglas Krantz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Morgan StanleyAug 2017 to now
- Morgan Stanley Private Bank, N.A.Aug 2017 to now
- Morgan Stanley Smith Barney LLCAug 2017 to now
- Bank of America, N.A.Sep 2009 to Aug 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 1996 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2827746
- Firm CRD
- 149777