Jonathan Phillips is a CFP-designated registered investment advisor at Morgan Stanley, based in Raleigh, NC, 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.
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Location
3800 Glenwood Avenue, Suite 500, Raleigh, NC, 27612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is a partner at Aldonia Farms and Aldonia Farms II, both agriculture businesses. He also serves on the finance committee for NC Coastal Land Trust and is a board member for Jones Island Club, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations29 states
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