JG
JG

Jon Greenfield

26 Years of Experience
Denver, CO
Broker

Jon Greenfield is a registered investment advisor at Morgan Stanley, based in Denver, CO, 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

1550 Market Street, Suite 600, Denver, CO, 80202

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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

Jon owns and leases real estate properties through DJR Investments LLC since 2004, dedicating minimal time. He is also an officer of Greenfield Industrial Park LLC since April 2024, spending a few hours per week on administrative and accounting tasks.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2004 - June 2009 · 5 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2004 - June 2009 · 5 yrs 1 mo
Banc of America Investment Services, INC.
August 2003 - May 2004 · 9 mos
Banc of America Investment Services, INC.Broker
August 2003 - May 2004 · 9 mos
Banc of America Securities LLC
March 2002 - August 2003 · 1 yr 5 mos
Banc of America Securities LLCBroker
December 1999 - August 2003 · 3 yrs 8 mos
State Registrations33 states
ALAZCACOCTDCDEFLGAHIILMAMDMIMNMTNCNENHNJNVNYORPASCTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.