James Jenkins is a financial advisor with Morgan Stanley in Carmel-by-the-Sea, CA, holding a Series 66 license and 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and modeling tools, while clients are responsible for plan implementation and updates.

Elliot Ichinose is a financial advisor at Morgan Stanley with 24 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley and its affiliated entities since 2016, with prior experience at Wells Fargo Investments. Outside of his advisory role, he has sole proprietorship involvement in rental property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 provides planning through dedicated Financial Advisors and specialized groups such as Estate Planning Strategies.