Cole Jamie Kelly
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan Stanley Private Bank, N.AAug 2024 to now
- Morgan StanleyJun 2024 to now
- Pennsylvania State UniversityAug 2023 to May 2024
- Morgan StanleyMay 2023 to Aug 2023
- Pennsylvania State UniversityAug 2022 to May 2023
- Camp David (nj)Jun 2022 to Aug 2022
- Pennsylvania State UniversityAug 2021 to May 2022
- Camp David (nj)Jun 2021 to Aug 2021
- Pennsylvania State UniversityJan 2021 to May 2021
- Brookdale Community CollegeAug 2020 to Dec 2020
- Sycamore Landscaping ServicesJun 2020 to Aug 2020
- Ocean Township High SchoolSep 2019 to Jun 2020
- Camp David (nj)Jun 2019 to Aug 2019
- Ocean Township High SchoolSep 2018 to Jun 2019
- Camp David (nj)Jun 2018 to Aug 2018
- Ocean Township High SchoolSep 2017 to Jun 2018
- Jersey Shore Beach RentalsJun 2017 to Aug 2017
- Ocean Township High SchoolSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7718802
- Firm CRD
- 149777