Jonathan Barnes
Jonathan Barnes is a registered investment advisor at Morgan Stanley, based in Colchester, VT, with 42 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
105 West View Road, 5th Floor, Colchester, VT, 05446
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Regulatory History (1)
Customer Dispute
September 2002Other Business Activities
Jonathan is involved with Team Libby, LLC and Vermont Frost Heaves, as well as rental property at 25 Platt Street. He is also a partner in Queen Jeanne LLC, a real estate venture in Jericho, Vermont, dedicating minimal time after business hours to property management.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations42 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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