JB
JB
Jonathan Barnes
42 Years of Experience
Colchester, VT
1 DisclosureBroker
Jonathan Barnes is a registered investment advisor at Morgan Stanley, based in Colchester, VT, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...
Location
105 West View Road, 5th Floor, Colchester, VT, 05446
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2002Settled
Other 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 StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
December 1994 - April 2007 · 12 yrs 4 mos
Morgan Stanley Dw INC.Broker
January 1984 - April 2007 · 23 yrs 3 mos
State Registrations42 states
AKALARAZCACOCTDCDEFLGAHIILINKYMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPAPRRISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth
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
No exam information available for this advisor.