John E Starkey

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

• 02/2015 → 10/2017
  Morgan Stanley
  Chicago, IL
• 10/2017 → Present
  Morgan Stanley Smith Barney Llc
  Chicago, IL
• 12/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*633547-Norge Ski Club; Investment related: No; Fox River Grove, Illinois; Sports; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 10; Administrative:Accounting/Bookkeeping

Exams

• S66 Uniform Combined State Law Examination
  2017-09-14

Other Names

• Jack Edward Starkey