Kevin L Machonis

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 11/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 12/2016 → 08/2018
  Jp Morgan Securities Llc
  Chicago, IL
• 08/2018 → 12/2022
  Jp Morgan Securities Llc
  Chicago, IL
• 01/2023 → Present
  Morgan Stanley
  Oak Brook, IL

Previous Registrations

• 2016-12-13 → 2023-01-03
  J.P. Morgan Securities Llc
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2016-04-19 → 2016-11-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL

Other Businesses

*586319- K & A Associates; Investment related: Yes; Streamwood, Illinois; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2024; During business hours: 0; After business hours: 5; Property Management *665067- Fox Windsor LLC; Investment related: Yes; Carpentersville, Illinois; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 5; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2016-04-18

Other Names

• Kevin Machonis
• Kevin L Machonis
• Kevin Lawrence Machonis