Jonathan D Kipp
Investment adviser representative at Morgan Stanley
19 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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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
19 years in the industry.
- Morgan StanleyAug 2022 to now
- Morgan Stanley Smith Barney LLCMay 2022 to now
- Arizona Bike WeekJan 2020 to now
- Fx Promotions IncNov 2019 to now
- Kipp Investments LLCApr 2017 to now
- Practical Cleaning CompanyApr 2017 to now
- Barret JacksonJan 2016 to now
- JPMorgan Chase Bank NAApr 2019 to Apr 2022
- JPMorgan Securities LLCApr 2019 to Apr 2022
- JPMorgan ChaseAug 2007 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7093046
- Firm CRD
- 149777