JM
JM

Jonathan Mclean

27 Years of Experience
Pasadena, CA
Broker

Jonathan Mclean is a registered investment advisor at Morgan Stanley, based in Pasadena, CA, 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

55 South Lake Avenue Pasadena Towers - Tower II, Suite 700, Pasadena, CA, 91101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jonathan is a sole proprietor/owner/partner who collects rent and maintains property through a property manager. The activity is currently cash flow neutral after expenses.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
April 2003 - June 2009 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
April 2003 - June 2009 · 6 yrs 2 mos
Prudential Securities Incorporated
December 1998 - April 2003 · 4 yrs 4 mos
Prudential Securities IncorporatedBroker
September 1998 - April 2003 · 4 yrs 7 mos
State Registrations41 states
AKALARAZCACOCTDCFLGAHIIDILKSKYLAMAMDMEMIMNMOMSMTNCNJNMNVNYOHOKORSCSDTNTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jonathan Mclean - Financial Advisor | TrueAdvisor