JD
JD
Jonathan Defreytas
26 Years of Experience
Chicago, IL
2 DisclosuresBroker
Jonathan Defreytas is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 26 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
233 South Wacker Drive Suite 9200, Pwm, Chicago, IL, 60606
Get directionsHistory
Regulatory History (2)
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Customer Dispute
November 2009Settled
Criminal
September 1994Final Disposition
Other Business Activities
Jonathan is a limited partner and minority owner making passive investments since 2010. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2009 - June 2009 · 2 mos
Morgan Stanley & CO. Incorporated
April 2009 - April 2009 · 0 mos
Deutsche Bank Securities INC.Broker
October 2003 - May 2009 · 5 yrs 7 mos
Deutsche Bank Securities INC.
October 2003 - May 2009 · 5 yrs 7 mos
Ferris, Baker Watts Incorporated
December 2002 - October 2003 · 10 mos
Ferris, Baker Watts IncorporatedBroker
December 2002 - October 2003 · 10 mos
Deutsche Bank Securities INC.Broker
January 2001 - November 2002 · 1 yr 10 mos
Db Alex. Brown LLCBroker
January 2000 - January 2001 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1999 - January 2001 · 1 yr 10 mos
State Registrations40 states
AKAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMTNCNENHNJNVNYOHOKPASCSDTNTXUTVAWAWI
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.