Adam Jonathan Kennedy

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Ormond Beach, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2008-08-04 → 2009-06-01
  Citigroup Global Markets Inc.
  Ormond Beach, FL
• 2008-01-01 → 2008-08-06
  Wells Fargo Clearing Services, Llc
  Daytona Beach, FL
• 1996-02-01 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Daytona Beach, FL
  Daytona Beach, FL
  St. Louis, MO

Other Businesses

(1) RENTAL PROPERTY; PARTNER; ORMOND BEACH, FL; RENTAL; INVESTMENT RELATED; 1 AFTER BUSINESS HOURS; Sole Proprietor / Owner / Partner; 1 DURING BUSINESS HOURS; WIFE DOES EVERYTHING; 01/2017*** (3) RENTAL PROPERTY; DELTONA, FL; NO DUTIES WIFE HANDLES; 0 AFTER BUSINESS; 0 DURING BUSINESS; 08/2012 (4) Rental Property; Investment related: Yes; Ormond Beach, FL; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Oct 2017; During business hours: 0; After business hours: 1; (5) Rental Property; Investment related: Yes; Ormond Beach, FL (Full address of rental property- 8 Fair Oaks Unit 8 Ormond Beach, FL 32174); Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2018; During business hours: 0; After business hours: 1; My wife will handle interactions with the renters. (6) Rental Property; Investment related; Ormond Beach, FL; Real Estate; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2019; During business hours: 0; After business hours: 0; None. (7) *425842 - Rental Property (25 Fair Oaks Circle); Investment related Yes Ormond Beach, FL; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); March 2021; During business hours: 0; After business hours: 0; Property Management. (8) *581250 - Real Estate; Investment related-Yes; Ormond Beach, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 1; My wife handles so I don't do anything. (9) *628721 - Real Estate; Investment related: Yes; Daytona Beach, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 0; Other, Open Source Technology Project Contributor *634721-Rental Property; Investment related: Yes; Ormond Beach, Florida; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 0; No duties. My wife handles 100%.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-06-23

Designations

• Certified Financial Planner