Jonathan Fetner is a registered investment advisor at Morgan Stanley, based in Short Hills, NJ, with 36 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
150 JFK Parkway, 2nd Floor, Short Hills, NJ, 07078
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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
February 2017 - Present · 9 yrs 3 mos
Morgan StanleyBroker
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2009 - February 2017 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2009 - February 2017 · 7 yrs 8 mos
Morgan Stanley Smith BarneyBroker
June 2009 - June 2009 · 0 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2009 · 0 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 2004 - April 2007 · 2 yrs 5 mos
Morgan Stanley Dw INC.Broker
November 2004 - April 2007 · 2 yrs 5 mos
Citigroup Global Markets INC.
October 2002 - November 2004 · 2 yrs 1 mo
Citigroup Global Markets INC.Broker
February 1997 - November 2004 · 7 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1989 - February 1997 · 7 yrs 4 mos
State Registrations24 states
AZCACOCTDEFLGAILKSMDMEMOMTNCNJNYPARISCTNTXVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.