Jonathan Moskowitz is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 16 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
2000 Westchester Avenue, 1Nc, Purchase, NY, 10577
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
November 2021 - Present · 4 yrs 6 mos
Morgan StanleyBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2014 - November 2021 · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2014 - November 2021 · 7 yrs 7 mos
Odeon Capital Group LLCBroker
February 2013 - April 2014 · 1 yr 2 mos
Loewen, Ondaatje, Mccutcheon USA LimitedBroker
June 2012 - February 2013 · 8 mos
Mf Global INC.Broker
October 2011 - December 2011 · 2 mos
Merriman Curhan Ford & CO.Broker
June 2010 - September 2010 · 3 mos
Collins Stewart LLC.Broker
August 2006 - October 2008 · 2 yrs 2 mos
State Registrations26 states
CACOCTDCFLGAHIILINMAMTNJNVNYOHPARISCSDTNTXUTVAVTWAWI
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.