JC
JC

Jonathan Chu

22 Years of Experience
Paramus, NJ
Broker

Jonathan Chu is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 22 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

Mack Center Iv, South 61, Paramus Road, Paramus, NJ, 07652

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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

Jonathan is a sole proprietor and owner of rental real estate in Edgewater, NJ, since October 2020. He dedicates minimal time to property management during and after business hours.

Employment History
Current Registrations
Morgan Stanley
March 2020 - Present · 6 yrs 2 mos
Morgan StanleyBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2006 - March 2020 · 14 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2005 - March 2020 · 14 yrs 4 mos
Atlas Securities, INC.Broker
May 2004 - October 2005 · 1 yr 5 mos
Joseph Stevens & Company, INC.Broker
August 2003 - March 2004 · 7 mos
State Registrations27 states
CACOCTDCDEFLGAHIILMAMDNCNHNJNVNYOHPARISCSDTNTXUTVAWAWY
AdvisorBrokerBoth

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