JC
JC

Jonathan Cooney

21 Years of Experience
Palm Harbor, FL
Broker

Jonathan Cooney is a registered investment advisor at Morgan Stanley, based in Palm Harbor, FL, with 21 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

4114 Woodlands Parkway, Suite 200, Palm Harbor, FL, 34685

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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 partner in 21300 NE 130TH LLC, a real estate venture in New Port Richey, Florida, since September 2024. He spends minimal time on administrative tasks related to this investment after business hours.

Employment History
Current Registrations
Morgan Stanley
April 2019 - Present · 7 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
August 2007 - June 2009 · 1 yr 10 mos
Wachovia Securities, LLCBroker
January 2005 - August 2007 · 2 yrs 7 mos
State Registrations46 states
ALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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