JT
JT
Jonathan Tarshish is a registered investment advisor at Morgan Stanley, based in Wayzata, MN, with 34 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
445 East Lake Street, Suite 320, Wayzata, MN, 55391
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2001Denied
Employment History
Current Registrations
Morgan Stanley
December 2013 - Present · 12 yrs 5 mos
Morgan StanleyBroker
December 2013 - Present · 12 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
September 2002 - December 2013 · 11 yrs 3 mos
UBS Financial Services INC.Broker
December 2000 - December 2013 · 13 yrs
UBS Warburg LLCBroker
December 2000 - December 2000 · 0 mos
Painewebber IncorporatedBroker
January 1992 - December 2000 · 8 yrs 11 mos
State Registrations30 states
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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.