Jon Peavy is a registered investment advisor at Morgan Stanley, based in Pepper Pike, OH, 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
31099 Chagrin Boulevard, Pepper Pike, OH, 44124
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Regulatory History (1)
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Customer Dispute
July 2016Denied
Other Business Activities
Jon is a musician since 1988, dedicating about 10-20% of his time to this activity. He also owns CP Real Estate LLC for commercial real estate investment and development since 1991, and a lake house rental property since 2020.
Employment History
Current Registrations
Morgan Stanley
April 2017 - Present · 9 yrs 1 mo
Morgan Stanley
April 2017 - Present · 9 yrs 1 mo
Morgan StanleyBroker
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2006 - April 2017 · 10 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2006 - April 2017 · 10 yrs 8 mos
Morgan Stanley
May 1999 - August 2006 · 7 yrs 3 mos
Morgan Stanley Dw INC.Broker
March 1999 - August 2006 · 7 yrs 5 mos
State Registrations28 states
ALCACOCTFLGAHIILINMAMDMIMNNCNJNVNYOHOKPASCTNTXVAVirgin IslandsWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.