Joel J Mckoan

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

• 09/2019 → Present
  Morgan Stanley Smith Barney Llc
  Naples, FL
• 01/2013 → 09/2016
  First Eagle Investment Management
  New York, NY
• 09/2016 → 09/2019
  Royal Harbour Capital Llc
  Naples, FL
• 11/2019 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

1. Royal Harbour Capital LLC, formerly at 1016 Collier Center Way, suite 204, Naples, FL 34110. Founder/Chief Investment Officer. It was a private investment company. It requires no time, it is in the process being wound down and closed. The company is has no investment or other activity and should be closed by 11/2019.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-12-06
• S65 Uniform Investment Adviser Law Examination
  2019-02-01

Other Names

• J J Mckoan
• Joel John Mckoan
• Joel John Mckoan