JW
JW
Jon Willhite
38 Years of Experience
Salt Lake City, UT
1 DisclosureBroker
Jon Willhite is a registered investment advisor at Morgan Stanley, based in Salt Lake City, UT, with 38 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
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Location
60 East South Temple, 20th Floor, Salt Lake City, UT, 84111
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2010Settled
Other Business Activities
Jon owns multiple rental properties in Utah, operating as a sole proprietor. He spends minimal time on these activities outside of business hours.
Employment History
Current Registrations
Morgan Stanley
February 2017 - Present · 9 yrs 7 mos
Morgan StanleyBroker
February 2017 - Present · 9 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 1988 - March 2017 · 29 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1988 - March 2017 · 29 yrs 1 mo
The Stuart-James Company, INC.Broker
July 1987 - January 1988 · 6 mos
State Registrations16 states
AZCACOFLIDINNJNVNYOKORTXUTVAWAWY
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.