JD
JD
Jonathan Dickson is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 25 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
5565 Glenridge Connector, Suite 1900, Atlanta, GA, 30342
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Regulatory History (2)
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Customer Dispute
January 2022Settled
Customer Dispute
April 2020Denied
Other Business Activities
Jonathan is a board member of the Georgia Captive Insurance Association (GCIA), a charity/private foundation. He spends minimal time on this activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
March 2010 - Present · 16 yrs 2 mos
Morgan StanleyBroker
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
January 2003 - March 2010 · 7 yrs 2 mos
UBS Financial Services INC.Broker
January 2002 - March 2010 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2000 - February 2002 · 1 yr 3 mos
State Registrations43 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.