Carmel, CA Office

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 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2016, including roles at Morgan Stanley Private Bank. Prior to that, he was employed by Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Elliot is involved in managing rental property as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including customized financial planning that utilizes structured discovery processes and firm-approved planning tools.