Joseph Mckenna
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 StanleyAug 2025 to now
- Johnson Financial GroupSep 2024 to Jul 2025
- LPL FinancialSep 2024 to Jul 2025
- UnemployedMay 2024 to Sep 2024
- The Mather GroupMay 2023 to Aug 2023
- Healthy AmplifiedMar 2023 to Jun 2023
- University of Iowa Hospitals and ClinicsNov 2022 to Mar 2023
- The Hill GroupMay 2022 to Aug 2022
- Howard Street InnJun 2021 to Aug 2021
- University of Iowa Dining HallJan 2021 to May 2022
- University of IowaAug 2020 to May 2024
- UnemployedJun 2020 to Oct 2020
- Golf Center Des PlainesMar 2019 to Aug 2019
- Loyola AcademyAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7987252
- Firm CRD
- 149777