James Kelly (CRD# 7173178) is an Investment Advisor Representative working at Morgan Stanley in Pensacola, FL and has over 2 years of experience in the finance industry.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, N.a | New York, NY | May 2023 - Current | 1 |
| Morgan Stanley Smith Barney LLC | Pensacola, FL | Sep 2019 - Current | 4 |
| St Paul Catholic Church | Pensacola, FL | Dec 2018 - Current | 5 |
| Gainesville Symphony Orchestra | Gainesville, FL | Sep 2017 - Current | 6 |
| Atlanta Music Project | Atlanta, GA | Jul 2017 - Current | 7 |
| Sinfonia Gulf Coast | Destin, FL | Sep 2014 - Current | 9 |
| Pensacola Symphony Orchestra | Pensacola, FL | Sep 2014 - Current | 9 |
| Self Employed Music Teacher | Pensacola, FL | Jan 2012 - Current | 12 |
| Pensacola Community Music School | Pensacola, FL | Nov 2018 - Oct 2022 | 3 |
| Panama City Pops Orchestra | Panama City, FL | Sep 2014 - Mar 2020 | 5 |
| First Baptist Church | Fort Walton Beach, FL | May 2015 - Jan 2020 | 4 |
| University Of South Alabama | Mobile, AL | Sep 2018 - May 2019 | < 1 |
| Northwest Florida Symphony Orchestra | Niceville, FL | Sep 2012 - May 2018 | 5 |
| Gulf Breeze School Of Music | Gulf Breeze, FL | Jan 2016 - May 2017 | 1 |
| Florida State University | Tallahassee, FL | Sep 2013 - May 2015 | 1 |
| Starbucks Coffee | Tallahassee, FL | Jan 2012 - Feb 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- FL
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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