JU
JU
Jonathan Usich
28 Years of Experience
San Francisco, CA
2 DisclosuresBroker
Jonathan Usich is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 28 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
555 California Street, Pwm, San Francisco, CA, 94104
Get directionsHistory
Regulatory History (2)
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Customer Dispute
January 2010Settled
Customer Dispute
September 2001Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
July 2007 - June 2009 · 1 yr 11 mos
Morgan Stanley & CO. Incorporated
July 2007 - June 2009 · 1 yr 11 mos
UBS Financial Services INC.
July 1997 - July 2007 · 10 yrs
UBS Financial Services INC.Broker
April 1997 - July 2007 · 10 yrs 3 mos
State Registrations41 states
AZCACOCTDCDEFLGAHIIAIDILKSKYMAMDMEMIMNMTNCNHNJNMNVNYOHORPAPRRISCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.