Jeffrey Jonasen is a registered investment advisor at Morgan Stanley, based in Colorado Springs, CO, 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
121 South Tejon Street, Suite 700, Colorado Springs, CO, 80903
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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
October 2022 - Present · 3 yrs 7 mos
Morgan StanleyBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Robinhood Financial, LLCBroker
October 2021 - May 2022 · 7 mos
Charles Schwab & CO., INC.Broker
May 2011 - October 2021 · 10 yrs 5 mos
Oppenheimerfunds Distributor, INC.Broker
December 2010 - April 2011 · 4 mos
Charles Schwab & CO., INC.Broker
May 2008 - December 2010 · 2 yrs 7 mos
T. Rowe Price Investment Services, INC.Broker
April 2006 - April 2008 · 2 yrs
State Registrations51 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.