JV
JV
Jonathan Varenchik is a registered investment advisor at Morgan Stanley, based in Irvine, CA, 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
1901 Main Street, Suite 700, Irvine, CA, 92614
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2009Settled
Employment History
Current Registrations
Morgan StanleyBroker
April 2021 - Present · 5 yrs 3 mos
Morgan Stanley
April 2021 - Present · 5 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2014 - April 2021 · 7 yrs 3 mos
J.P. Morgan Securities LLC
January 2014 - April 2021 · 7 yrs 3 mos
Strategic Advisers, INC.
February 2013 - December 2013 · 10 mos
Fidelity Brokerage Services LLCBroker
January 2013 - December 2013 · 11 mos
Morgan Stanley
June 2009 - November 2012 · 3 yrs 5 mos
Morgan StanleyBroker
June 2009 - November 2012 · 3 yrs 5 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 2002 - April 2007 · 5 yrs 2 mos
Morgan Stanley Dw INC.Broker
October 2001 - April 2007 · 5 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.