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Jason P Kinley

Morgan Stanley

Alpharetta, GA

Sugar Hill, GA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-06-24
AZ RA APPROVED 2019-07-12
TX RA APPROVED_RES 2019-07-12
  • GA RA
    APPROVED
    Since 2021-06-24
  • AZ RA
    APPROVED
    Since 2019-07-12
  • TX RA
    APPROVED_RES
    Since 2019-07-12

Branch Locations

3 Edison Drive, Alpharetta, GA 30005 • United States

Sugar Hill, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Charlotte NC 05/2009 11/2016
Wells Fargo Clearing Services, Llc Charlotte NC 11/2016 06/2019
Morgan Stanley Alpharetta GA 07/2019 Present
E*Trade Securities, Llc Alpharetta GA 09/2022 09/2023
Previous Registrations
  • 2010-09-03 → 2019-06-26
    Wells Fargo Clearing Services, Llc
    St. Louis, MO
    St. Louis, MO
    Charlotte, NC
    Charlotte, NC
    Richmond, VA
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-15
S63 Uniform Securities Agent State Law Examination 2000-07-22
  • S66 Uniform Combined State Law Examination
    2010-10-15
  • S63 Uniform Securities Agent State Law Examination
    2000-07-22
Other Names
  • Jason Paul Kinley
  • Jason Kinley
  • Jason P Kinley

View on SEC IAPD

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Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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