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Christopher Aitken

Advisor at Morgan Stanley — Ponte Vedra Beach, FL

Updated today

Credentials

Series 63, Series 65

Experience

40 years

Location

Ponte Vedra Beach, FL 32082

Morgan Stanley logo

Morgan Stanley

Institution

Total advisors

23,239

Across 1,021 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Christopher Aitken is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 40 years of industry experience. His prior experience includes roles at UBS Financial Services and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that combine structured planning processes with broad retail and institutional investment options.

Client services

Based on Morgan Stanley

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation advice

Expertise

Based on Morgan Stanley

General estate planning guidance

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Fee options

Other

Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan

Location

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Ponte Vedra Beach, FL

50 A1 A North, Suite 112

Ponte Vedra Beach FL 32082

Advisors at this office

58

Most active in

Florida · Georgia · Texas

Work history

40 years of industry experience

Morgan Stanley Private Bank, N.A

2025 - Present • 1 year

New York, NY

MORGAN STANLEY SMITH BARNEY llc

2025 - Present • 1 year

Jacksonville, FL

UBS FINANCIAL SERVICES, Inc.

2017 - 2025 • 8 years

Ponte Vedra, FL

Merrill

2009 - 2017 • 8 years

Ponte Vedra Beach, FL

Stanford Capital Management, LLC

2008 - 2009 • 1 year

Baltimore, MD

Citigroup Global Markets

1994 - 2008 • 14 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael M

CFP®

Jacksonville, FL

Wealth 73, LLC

Michael Macke is a CFP® professional with 23 years of experience in financial advisory. He is the sole advisor at Wealth 73, LLC, an independent firm based in Jacksonville, FL. His career includes roles at several firms such as Petros Advisory Services, Payne Capital Management, and Valic Financial Advisors. Wealth73, LLC is a fee-only independent investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management along with financial planning services, using a mix of strategic and tactical asset allocation supported by various analytical methods and both passive and active investment vehicles.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning

Jake S

CFP®

Jacksonville, FL

Spark Wealth Advisors

Hey! I'm Jake, Financial Planner and co-founder of Spark Wealth Advisors. I started Spark to deliver financial advice the best way I know how, free from constraints and biases that come with working for large corporate firms. As a gay man, I strive to enhance the financial lives of other gay men who may be hesitant to work with a financial professional out of fear of judgement, or not being comfortable sharing aspects of their personal lives that true financial planning requires. My firm is fee-only and I act as a fiduciary, always putting clients' interests before my own.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Tax strategies for small businesses Retired LGBTQIA Baby Boomers (Born 1946-1964)

Erin E

Series 63, Series 66

Jacksonville, FL

Independent Advisor Alliance, LLC

Erin Eiras is a Wealth Mamager at InVestra holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her firms RIA is Visoinary Square - Independent Advisor Alliance since 2018 and concurrently brokers through LPL Financial since 2012. InVestra serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing services such as asset management, financial planning, and retirement plan consulting. The firm utilizes a network model of advisory representatives and combines discretionary and non-discretionary portfolio management with various analytical techniques and technology platforms.

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Wealth management Long-term care insurance Business exit / sale strategy Founder/Business Owner Self-Employed Executive Technology Professional Established Professionals HENRY (High Earners, Not Rich Yet) Women Professionals Women Business Owners Women's Finance

Kevin B

CFP®

Jacksonville, FL

HCP Wealth Planning, LLC

Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.

General retirement planning FIRE (Financial Independence Retire Early)
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Jerry P

Series 63, Series 65

Jacksonville, FL

JLP Investments

Jerry Parrish is an independent financial advisor with JLP Investments in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. His career includes roles at Dempsey Lord Smith, LLC, Edward Jones, and Hornor, Townsend & Kent, LLC. He also operates the Parrish Insurance Agency, a licensed insurance producer affiliated with his investment firm. JLP Investments provides fee-based advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses custom portfolio management with a tactical allocation approach, employing fundamental, technical, and cyclical analysis, and implements client accounts via monitored third-party managers. The firm's licensed insurance agency status and combined retirement plan consulting and 1031 exchange services further differentiate its offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning General tax planning Real estate investing
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Robert L

CFP®, Series 63, Series 65

Atlantic Beach, FL

Financial Prescriptions, LLC

Robert Liggero is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Financial Prescriptions, LLC since 2012. Prior to and alongside his financial advisory role, he has worked as a physician assistant in a pediatric ICU at Baptist Medical Center since 1990. Financial Prescriptions serves individual and high-net-worth clients with comprehensive financial planning and consulting, coordinating investment management through third-party institutional managers. The firm employs a structured, multi-phase planning process and combines fundamental and technical analysis with both active and passive investment strategies.

Active portfolio management
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