Justin Kelly, financial advisor Jackson MS

Justin Kelly

CRD Number: 6201796
Current Firm: Morgan Stanley

Justin Kelly (CRD# 6201796) is an Investment Advisor Representative working at Morgan Stanley in Jackson, MS and has over 4 years of experience in the finance industry.

CONTACT
Similar Advisors
Tiffany Ballard, financial advisor Jackson MS
Tiffany B. Ballard
CRD# 4521298
Bergland Wealth Management, Inc.
Similar Advisors
Horace Adair, financial advisor Jackson MS
Horace R. Adair
CRD# 1649163
Primerica Advisors
Similar Advisors
Richard Adair, financial advisor Jackson MS
Richard M. Adair
CRD# 1669173
Primerica Advisors
Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Jackson, MS Jul 2017 - Current 3
Morgan Stanley Private Bank, N.a. New York, NY Jul 2016 - Current 4
U.s. Army Reserve Greenville, MS Dec 2008 - Current 12
Morgan Stanley Jackson, MS Mar 2016 - Jul 2017 1
Morgan Stanley Smith Barney LLC Jackson, MS May 2013 - Mar 2016 2
Sports Trendz Greenville, MS Feb 2004 - Dec 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2016
Contact Info for Justin T. Kelly
Phone Number: 914-225-5510
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    904,301
    MILLIONS
  • Total Number of Accounts
    1,863,328
    ACCOUNTS
  • Average Account Value
    $485,315
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Justin Kelly and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.