JL
JL
Jonathan Legg is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 33 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
1747 Pennsylvania Ave, Nw Ste 900, Washington, DC, 20006
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
December 1998Other Business Activities
Jonathan is a member of the Wealth Strategies Journal Advisory Board.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2002 - April 2007 · 5 yrs
Morgan Stanley Dw INC.Broker
March 1999 - April 2007 · 8 yrs 1 mo
Friedman, Billings, Ramsey & CO., INC.Broker
October 1997 - December 1998 · 1 yr 2 mos
Legg Mason Wood Walker, IncorporatedBroker
June 1992 - October 1997 · 5 yrs 4 mos
State Registrations50 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.