Joshua P Helms

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

• 06/2025 → Present
  Morgan Stanley
  Alpharetta,, GA
• 11/2021 → 05/2023
  Chick-Fil-A
  Canton, GA
• 08/2023 → 05/2025
  University Of North Georgia
  Dahlonega, GA
• 09/2024 → 05/2025
  Integritas Investment Management
  Alpharetta, GA
• 11/2023 → 04/2024
  Bourbon Street Grill
  Dahlonega, GA
• 04/2023 → 08/2023
  Walmart
  Dahlonega, GA
• 11/2024 → 05/2025
  Publix
  Dahlonega, GA
• 04/2024 → 05/2025
  University Of North Georgia
  Dahlonega, GA
• 07/2004 → 10/2021
  Unemployed
  Woodstock, GA
• 02/2023 → 01/2024
  University Of North Georgia
  Dahlonega, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-23
• S63 Uniform Securities Agent State Law Examination
  2024-06-08

Other Names

• Joshua Patrick Helms