Joshua P Helms
Investment adviser representative at Morgan Stanley
22 yearsExperience
1 stateRegistered 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
22 years in the industry.
- Morgan StanleyJun 2025 to now
- PublixNov 2024 to May 2025
- Integritas Investment ManagementSep 2024 to May 2025
- Bourbon Street GrillNov 2023 to Apr 2024
- WalmartApr 2023 to Aug 2023
- University of North GeorgiaFeb 2023 to May 2025
- Chick-fil-aNov 2021 to May 2023
- UnemployedJul 2004 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7949143
- Firm CRD
- 149777