JF
JF
Jonathan Fuhrer
26 Years of Experience
Santa Barbara, CA
1 DisclosureBroker
Jonathan Fuhrer is a registered investment advisor at Morgan Stanley, based in Santa Barbara, CA, 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
1332 Anacapa Street, 2nd Floor, Santa Barbara, CA, 93101
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2008Settled
Other Business Activities
Jonathan is a limited partner in the Jack Family Limited Partnership since 1996, requiring minimal time. He also owns a halibut quota/black cod permit for commercial fishing, an activity performed outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
April 2004 - April 2007 · 3 yrs
Morgan Stanley
April 2004 - April 2007 · 3 yrs
UBS Financial Services INC.
July 1999 - May 2004 · 4 yrs 10 mos
UBS Financial Services INC.Broker
May 1999 - May 2004 · 5 yrs
State Registrations19 states
AKALARAZCACOFLHIIAIDMIMSMTNVORTXUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.