Jonathan Kaynes is a registered investment advisor at Morgan Stanley, based in Jericho, NY, with 24 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
Two Jericho Plaza, Jericho, NY, 11753
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
September 2013 - Present · 13 yrs
Morgan StanleyBroker
September 2013 - Present · 13 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2011 - September 2013 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2011 - September 2013 · 2 yrs 3 mos
Rhino Trading Partners, LLCBroker
October 2010 - May 2011 · 7 mos
Btig, LLCBroker
March 2010 - October 2010 · 7 mos
Wjb Capital Group, INC.Broker
January 2007 - January 2010 · 3 yrs
Electronic Brokerage Systems, LLCBroker
September 2006 - January 2007 · 4 mos
Nandra Group, INC.Broker
April 2005 - September 2006 · 1 yr 5 mos
Jefferies Execution Services, INC.Broker
October 2003 - May 2005 · 1 yr 7 mos
Moors & Cabot, INC.Broker
February 2003 - October 2003 · 8 mos
Schonfeld Securities, LLCBroker
May 2001 - February 2003 · 1 yr 9 mos
State Registrations48 states
AKALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.