Jonathan D Kipp

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

• 04/2019 → 04/2022
  Jpmorgan Chase Bank Na
  Scottsdale, AZ
• 04/2019 → 04/2022
  Jpmorgan Securities Llc
  Scottsdale, AZ
• 08/2007 → 04/2019
  Jpmorgan Chase
  Phoenix, AZ
• 01/2016 → Present
  Barret Jackson
  Scottsdale, AZ
• 04/2017 → Present
  Practical Cleaning Company
  Mesa, AZ
• 04/2017 → Present
  Kipp Investments Llc
  Mesa, AZ
• 11/2019 → Present
  Fx Promotions Inc
  Mesa, AZ
• 01/2020 → Present
  Arizona Bike Week
  Mesa, AZ
• 05/2022 → Present
  Morgan Stanley Smith Barney Llc
  Scottsdale, AZ

Other Businesses

*499054 - FX Promotions; Investment related No; Mesa, Arizona; Contractor for gig work for AZ Bike week and Luke Air Force Days; Employee (proprietor, partner, officer, director, employee, trustee, agent); 11/2019; During business hours: 1; After business hours: 0; Labor/Service *499033 - Barrett Jackson; Investment related No; Scottsdale, Arizona; Retail/Online Stores; Contractor, Employee (proprietor, partner, officer, director, employee, trustee, agent); 01/2016; During business hours: 0; After business hours: 1; Labor/Service *499037 - Practical Cleaning Company; Investment related No; Mesa, Arizona; Cleaning Company; Partner, Officer (proprietor, partner, officer, director, employee, trustee, agent); 04/2017; During business hours: 0; After business hours: 0; Co- Manager *499048 - Kipp Investments LLC; Investment related Yes; Mesa, Arizona; Real Estate; Partner, Officer (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 0; Co manager *499057 - Arizona Bike Week; Investment related No; Scottsdale, Arizona; Motorcylce bike show; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 01/2020; During business hours: 0; After business hours: 1; Laborer

Exams

• S66 Uniform Combined State Law Examination
  2022-08-03
• S63 Uniform Securities Agent State Law Examination
  2019-06-20

Other Names

• Jonathan David Kipp