Jonathan Price is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 41 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
112 Worcester Street, Wellesley, MA, 02481
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Regulatory History (1)
Customer Dispute
June 1999Other 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
Morgan StanleyBroker
Previous Registrations
Commonwealth Financial Network
Sterling Financial Group, INC.
Commonwealth Financial NetworkBroker
Commonwealth Equity Services, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
Anchor National Financial Services, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations36 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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