Our Story and Services

The Jones Lewis Group at Morgan Stanley is an experienced team that aims to provide our valued clients with an exceptional wealth management experience. We accomplish through our commitment to understanding, dedication to simplicity and transparency, and highly personalized level of service.

We started The Jones Lewis Group with two simple goals – objectivity and embracing our clients’ perspectives. Our approach is comprehensive and holistic. We are active participants in the financial lives of our clients and approach all objectives creatively and resourcefully with integrity, prudence, thoughtful analysis, and relentless follow-through.
Services Include
  • 401(k) Rollovers
  • 529 Plans1
  • Alternative Investments2
  • Annuities3
  • Asset Management4
  • Cash Management5
  • Divorce Financial Analysis6
  • Estate Planning Strategies7
  • Financial Planning8
  • Fixed Income9
  • Lending Products
  • Life Insurance10
  • Long Term Care Insurance11
  • Planning for Education Funding12
  • Professional Portfolio Management13
  • Retirement Planning14
  • Sustainable Investing15
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Location

522 5th Avenue
15th Floor
New York, NY 10036
US
Direct:
(212) 296-1021(212) 296-1021
Toll Free:
(866) 436-2925(866) 436-2925

Meet The Jones Lewis Group

About Me

With 30 years of experience in the investment and financial planning fields Kevin has established himself as one of the most dynamic and well respected financial advisors in the industry. He focuses on working with equities, fixed income and alternative investments with the emphasis on overall asset allocation. Kevin works closely with each client and makes recommendations based on their needs, circumstances and objectives.
 
As the founding partner of the Jones Lewis group at Morgan Stanley, Kevin has attained Chairman’s club status, an honor granted to the firms most accomplished financial advisors.  Kevin’s experience in the industry spans three firms starting with Drexel Burnham, Merrill Lynch and now Morgan Stanley.

Kevin was educated at the University of Maryland and lives with his wife Joan and three children in Ridgewood NJ as well as Bayhead NJ.

In his spare time Kevin stays busy assisting and traveling the country with the local inner city AAU basketball programs.

Kevin’s interests include softball, paddle tennis, skiing and deep sea fishing.
Securities Agent: MT, AZ, CA, CO, CT, DE, FL, GA, IA, IL, KY, MA, ME, MI, MN, NC, NH, NJ, NV, NY, OK, OR, PA, RI, SC, TX, VA, VT, WA; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1279177

About Me

I’ve worked as a Financial Advisor at Morgan Stanley Wealth Management since graduating from Indiana University in 2001.  This has been my only career and my passion.  I enjoy the relationships I’ve built with our clients over many years as a partner in the Jones Lewis Group.

We look to keep things simple.  We know clients are concerned with all the complexities that come with wealth and we are here to help and deliver the best that Morgan Stanley has to offer.

We work with high net worth individuals, family offices, foundations, and small businesses - servicing a variety of needs and goals.

Whether a client is changing jobs, getting married or divorced, having a child, saving for retirement or college, making charitable contributions, planning their estate, or just wanting investment advice - we have solutions.

When I’m not at work, I’m spending time with my family (my amazing wife and three kids) or can be found on various basketball courts on Long Island.  I’m a die-hard Hoosiers basketball fan (and college hoops in general) and avid reader/podcast listener while commuting into New York City.
Securities Agent: CA, CO, CT, DE, FL, GA, IL, MA, MD, MI, MN, MS, MT, NC, NJ, NV, NY, OH, OK, PA, RI, SC, TX, VA, WA; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1278957
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

More from Morgan Stanley

Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Ready to start a conversation? Contact The Jones Lewis Group today.
Market Information Delayed 20 Minutes
1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

8Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

9Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

12Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

13Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

14Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

15The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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