JP
JP
Jonathan Price is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 41 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
112 Worcester Street, Wellesley, MA, 02481
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
June 1999Award / Judgment
Other Business Activities
Jonathan is involved with an estate and a trust, both investment-related, and has been since 2020. He is also a partner at Price Capital LLC, an investment/finance/banking firm, since July 2024, dedicating minimal time outside of business hours to this role.
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
Commonwealth Financial Network
April 2010 - September 2010 · 5 mos
Sterling Financial Group, INC.
May 2004 - November 2010 · 6 yrs 6 mos
Commonwealth Financial NetworkBroker
August 1988 - September 2010 · 22 yrs 1 mo
Commonwealth Equity Services, INC.Broker
August 1988 - August 1988 · 0 mos
The Equitable Life Assurance Society of the United StatesBroker
August 1986 - August 1989 · 3 yrs
Equico Securities, INC.Broker
August 1986 - August 1989 · 3 yrs
Anchor National Financial Services, INC.Broker
December 1985 - August 1986 · 8 mos
John Hancock Distributors, INC.Broker
December 1984 - December 1985 · 1 yr
State Registrations35 states
AZCACOCTDCDEFLGAIDLAMAMDMEMIMSNCNHNJNMNVNYOHORPARISCTNTXUTVAVTWAWIWVWY
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.