Jonathan Markle is a registered investment advisor at Morgan Stanley, based in Blue Bell, PA, with 27 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
1787 Sentry Parkway West, Building 18 Street 440, Blue Bell, PA, 19422
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2018 - Present · 8 yrs
Morgan Stanley
September 2016 - Present · 9 yrs 8 mos
Morgan StanleyBroker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Morgan Stanley
September 2016 - May 2018 · 1 yr 8 mos
PNC Investments
June 2016 - August 2016 · 2 mos
PNC InvestmentsBroker
June 2016 - August 2016 · 2 mos
Blackrock Investment Management, LLC
September 2006 - November 2015 · 9 yrs 2 mos
Blackrock Investments, LLCBroker
September 2006 - November 2015 · 9 yrs 2 mos
Fam Distributors, INC.Broker
July 2002 - September 2006 · 4 yrs 2 mos
Merrill Lynch Investment Managers LP
July 2002 - September 2006 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1997 - August 2002 · 4 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.