Jonathan Bush is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 19 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
2882 Sand Hill Road, Suite 200, Menlo Park, CA, 94025
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2014 - Present · 12 yrs
Morgan StanleyBroker
May 2014 - Present · 12 yrs
Previous Registrations
UBS Financial Services INC.Broker
March 2007 - May 2014 · 7 yrs 2 mos
UBS Financial Services INC.
March 2007 - May 2014 · 7 yrs 2 mos
Wells Fargo Investments, LLC
January 2006 - November 2006 · 10 mos
Wells Fargo Investments, LLCBroker
November 2005 - November 2006 · 1 yr
State Registrations45 states
AKAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNHNJNVNYOHOKORPARISDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.