JS
CFP
JS
CFP

Jonathan Schaechter

35 Years of Experience
New York, NY
Broker

Jonathan Schaechter is a CFP-designated registered investment advisor at Morgan Stanley, based in New York, NY, with 35 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

399 Park Avenue, 12th Floor, New York, NY, 10022

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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

Jonathan is a member of the Selection Committee for the University of Maryland Incentive Awards Program, helping to determine scholarship recipients. This activity requires minimal time.

Employment History
Current Registrations
Morgan Stanley
July 2017 - Present · 8 yrs 10 mos
Morgan Stanley
July 2017 - Present · 8 yrs 10 mos
Morgan StanleyBroker
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
The Ayco Company,l.p.
July 2002 - August 2017 · 15 yrs 1 mo
Mercer Allied Company, L.P.Broker
December 1994 - August 2017 · 22 yrs 8 mos
Mercer Allied CorporationBroker
June 1990 - December 1994 · 4 yrs 6 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.