JT
JT
Jonathan Torop is a registered investment advisor at Morgan Stanley, based in New York, NY, 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
55 East 52nd Street, 12th Floor, New York, NY, 10055
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Regulatory History (1)
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Customer Dispute
September 2011Pending
Other Business Activities
Jonathan is a trustee for The Middle Eastern Forum, an educational and research organization. He is also a trustee for The Washington Institute for Near East Policy, a think tank.
Employment History
Current Registrations
Morgan StanleyBroker
February 2024 - Present · 2 yrs 3 mos
Morgan Stanley
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
UBS Financial Services INC.Broker
March 2013 - February 2024 · 10 yrs 11 mos
UBS Financial Services INC.
March 2013 - February 2024 · 10 yrs 11 mos
Credit Suisse Securities (USA) LLC
January 2009 - April 2013 · 4 yrs 3 mos
Credit Suisse Securities (USA) LLCBroker
January 2009 - April 2013 · 4 yrs 3 mos
Goldman, Sachs & CO.Broker
October 1999 - January 2009 · 9 yrs 3 mos
State Registrations18 states
CACOCTDCFLINKSLAMAMENHNJNYTXUTVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.