Jonathon Paul is a registered investment advisor at Morgan Stanley, based in Gilbert, AZ, with 32 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
Gilbert, AZ
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Regulatory History (1)
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Financial
October 2016Final
Employment History
Current Registrations
Morgan Stanley
August 2011 - Present · 14 yrs 9 mos
Morgan Stanley
August 2011 - Present · 14 yrs 9 mos
Morgan StanleyBroker
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2005 - August 2011 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2005 - August 2011 · 6 yrs 5 mos
AXA Advisors, LLCBroker
April 2001 - March 2005 · 3 yrs 11 mos
Sunamerica Securities, INC.Broker
May 1994 - April 2001 · 6 yrs 11 mos
Metlife Securities INC.Broker
July 1992 - April 1993 · 9 mos
Metropolitan Life Insurance CompanyBroker
July 1992 - April 1993 · 9 mos
State Registrations39 states
ALARAZCACOCTDEFLGAHIIAILINKSMAMDMEMIMNMOMTNCNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.