James Kelly
Investment adviser representative at Morgan Stanley
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2TFirm assets
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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
14 years in the industry.
- Morgan StanleyFeb 2026 to now
- Morgan Stanley Private Bank, N.AFeb 2026 to now
- Morgan Stanley Smith Barney LLCFeb 2026 to now
- St. Paul Catholic ChurchDec 2018 to now
- Pensacola Symphony OrchestraSep 2014 to now
- Sinfonia Gulf CoastSep 2014 to now
- Private Client ServicesJan 2026 to Jan 2026
- Thirtyone WealthJan 2026 to Jan 2026
- Morgan Stanley Private Bank, N.AMay 2023 to Jan 2026
- Morgan Stanley Smith Barney LLCSep 2019 to Jan 2026
- Pensacola Community Music SchoolNov 2018 to Oct 2022
- University of South AlabamaSep 2018 to May 2019
- Gainesville Symphony OrchestraSep 2017 to Apr 2021
- Atlanta Music ProjectJul 2017 to Jul 2021
- Gulf Breeze School of MusicJan 2016 to May 2017
- First Baptist ChurchMay 2015 to Jan 2020
- Panama City Pops OrchestraSep 2014 to Mar 2020
- Northwest Florida Symphony OrchestraSep 2012 to May 2018
- Self -employed Music TeacherJan 2012 to Sep 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7173178
- Firm CRD
- 149777