Jonathan Karelitz is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
112 Worcester Street, Wellesley, MA, 02481
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is a limited partner in K3 Capital LLC since 2016. He also has investment-related trusts in Sudbury, Massachusetts, established in December 2022, requiring minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Moors & Cabot, INC.Broker
State Registrations46 states
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