John Ralph Keefe

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

• 07/2019 → Present
  Morgan Stanley
  New York, NY
• 06/2017 → 07/2018
  Toys R Us
  Wayne, NJ
• 07/2018 → 11/2018
  Acadia Realty Trust
  Rye, NY
• 12/2018 → 07/2019
  Avis Budget Group Inc.
  Parsippany, NJ
• 09/2013 → 05/2017
  Fairfield University
  Fairfield, CT

Other Businesses

*388589 - Borough of Creskill Recreation; Investment related - No; Creskill, New Jersey; Recreation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); Jan 2020; During business hours: 0; After business hours: 20; Basketball Referee

Exams

• S66 Uniform Combined State Law Examination
  2019-10-14