Kayvon Magidi

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

• 10/2012 → 09/2023
  J.P. Morgan Securities Llc
  Oakland, CA
• 09/2023 → Present
  Morgan Stanley Smith Barney Llc
  Walnut Creek, CA
• 10/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2012-10-01 → 2023-09-02
  J.P. Morgan Securities Llc
  Oakland, CA
  El Cerrito, CA
  Berkeley, CA
  Oakland, CA
  Dublin, CA
  Oakland, CA
  Dublin, CA
• 2010-03-01 → 2012-10-01
  Chase Investment Services Corp.
  El Cerrito, CA
  Oakland, CA
  El Cerrito, CA
  Oakland, CA
  Oakland, CA
  Oakland, CA
• 2008-05-29 → 2010-03-10
  Citigroup Global Markets Inc.
  Livermore, CA
  Oakland, CA
  San Francisco, CA
  San Jose, CA
  Dublin, CA
  San Ramon, CA
  Orinda, CA
  Walnut Creek, CA
  Lafayette, CA
• 2008-04-11 → 2008-05-12
  Bancwest Investment Services, Inc.
  Concord, CA
  Concord, CA

Exams

• S66 Uniform Combined State Law Examination
  2008-03-17

Designations

• Certified Financial Planner

Other Names

• Kayvon Kevin Magidi
• Kayvon Kevin Ramezani