JY
JY

Jonathan Young

37 Years of Experience
Columbus, OH
Broker

Jonathan Young is a registered investment advisor at Morgan Stanley, based in Columbus, OH, 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
Loading...

Location

4449 Easton Way, Suite 300, Columbus, OH, 43219

Get directions

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.

Learn about disclosures →
Other Business Activities

Jonathan is a passive investor in First Bexley Bank since 2009 and serves on the investment committee for the Columbus Jewish Foundation, dedicating minimal time to each. He also acts as a trustee/co-trustee for multiple trusts, spending a few hours per week on these activities.

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 2008 - June 2009 · 7 mos
Citigroup Global Markets INC.
November 2008 - June 2009 · 7 mos
UBS Financial Services INC.Broker
August 2000 - December 2008 · 8 yrs 4 mos
UBS Financial Services INC.
August 2000 - December 2008 · 8 yrs 4 mos
J.C. Bradford & CO.Broker
July 1999 - August 2000 · 1 yr 1 mo
Painewebber IncorporatedBroker
June 1995 - July 1999 · 4 yrs 1 mo
Lehman Brothers INC.Broker
March 1989 - June 1995 · 6 yrs 3 mos
State Registrations45 states
ALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCTNTXUTVAWAWIWVWY
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.