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John C Ivkov

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.

  1. Morgan StanleyNov 2024 to now
  2. Moving StatesOct 2024 to Nov 2024
  3. Harman CorporationJul 2024 to Oct 2024
  4. Full Time Student - Michigan State UniversityAug 2023 to Jul 2024
  5. Harman CorporationJun 2023 to Aug 2023
  6. Pine Lake Country ClubMay 2023 to Jun 2023
  7. Full Time Student - Michigan State UniversityAug 2022 to May 2023
  8. Pine Lake Country ClubJun 2022 to Aug 2022
  9. Full Time Student - Michigan State UniversityAug 2021 to Jun 2022
  10. Pine Lake Country ClubJun 2021 to Aug 2021
  11. Doordash, IncMay 2021 to May 2021
  12. Doordash, IncJan 2021 to Jan 2021
  13. Doordash, IncNov 2020 to Nov 2020
  14. Full Time Student - Michigan State UniversityAug 2020 to Jun 2021
  15. Doordash, IncAug 2020 to Aug 2020
  16. Full Time StudentAug 2018 to Aug 2020
  17. Oakland Hills Country ClubJul 2018 to Aug 2018
  18. Ivkov Enterprises, IncJun 2018 to Aug 2018
  19. Full Time Student - High SchoolJun 2016 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (MI, 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
7984600
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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