Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Jones has been a registered representative in the securities industry since 1985. Kevin Michael Jones has passed the Series 6, 7, 31, 63 and SIE exams. Kevin Michael Jones is currently registered with Morgan Stanley as a Registered Representative and Investment Advisor Representative. Kevin Michael Jones has previously been registered with several other firms including MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, DEAN WITTER REYNOLDS INC., DREXEL BURNHAM LAMBERT INCORPORATED and FIRST INVESTORS CORPORATION. Kevin Michael Jones provides portfolio management services to individuals, businesses, investment companies, charitable organizations, insurance companies, investment clubs, banking or thrift institutions, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
06/01/2009 - Present
Morgan Stanley (New York NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
04/19/1995 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NY
09/10/1991 - 04/11/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/08/1987 - 09/25/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
09/02/1986 - 03/25/1987
DREXEL BURNHAM LAMBERT INCORPORATED
NA
10/15/1985 - 07/29/1986
FIRST INVESTORS CORPORATION
BC
Issued 07/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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