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Jonathan Stinson

2 Years of Experience
Westport, CT
Broker

Jonathan Stinson is a registered investment advisor at Morgan Stanley, based in Westport, CT, with 2 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

500 Post Road East, 3rd Floor, Westport, CT, 06880

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jonathan is a board member for the Easton, CT Board of Education since 2019. He spends minimal time on this activity outside of business hours attending meetings.

Employment History
Current Registrations
Morgan Stanley
December 2023 - Present · 2 yrs 7 mos
Morgan StanleyBroker
October 2023 - Present · 2 yrs 9 mos
State Registrations1 state
CT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

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