JT
JT

Jon Tsukamoto

37 Years of Experience
Honolulu, HI
Broker

Jon Tsukamoto is a registered investment advisor at Morgan Stanley, based in Honolulu, HI, with 37 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

733 Bishop Street, Suite 2800, Honolulu, HI, 96813

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History

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.

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Other Business Activities

Jon serves on the board of directors/chairman for the Honolulu Japanese Chamber of Commerce since August 2019, dedicating minimal time after business hours. He is also a board member for Waialae Country Club since August 2021, dedicating minimal time after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
November 2007 - June 2009 · 1 yr 7 mos
Citigroup Global Markets INC.
November 2007 - June 2009 · 1 yr 7 mos
UBS Financial Services INC.
January 1992 - November 2007 · 15 yrs 10 mos
UBS Financial Services INC.Broker
April 1991 - November 2007 · 16 yrs 7 mos
Nomura Securities International, INC.Broker
May 1988 - April 1991 · 2 yrs 11 mos
State Registrations22 states
AKAZCACOFLGAHIIAIDILMAMIMOMTNMNVNYOHORTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jon Tsukamoto - Financial Advisor | TrueAdvisor