JP
JP

Jonathan Parker

20 Years of Experience
Houston, TX
Broker

Jonathan Parker is a registered investment advisor at Morgan Stanley, based in Houston, TX, 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
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

845 Texas Avenue, Suite 1810, Houston, TX, 77002

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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 serves on the Cox Alumni Association Board of Directors, assisting students and alumni with job opportunities. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
September 2007 - June 2009 · 1 yr 9 mos
Morgan Stanley & CO. IncorporatedBroker
August 2007 - June 2009 · 1 yr 10 mos
Wachovia Capital Markets, LLCBroker
September 2005 - August 2007 · 1 yr 11 mos
State Registrations32 states
ALAZCACOCTDEFLGAHIILLAMAMEMIMNMOMSMTNCNENJNMNYOHOKPARISCTXVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.