JF
CFP
JF
CFP
Jonathan Frucce is a CFP-designated registered investment advisor at Morgan Stanley, based in Hartford, CT, with 18 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
225 Asylum Street, 14th Floor, Hartford, CT, 06103
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2021Denied
Other Business Activities
Jonathan is a board member on the finance and investment committees for the Hospital for Special Care. This activity takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
November 2020 - Present · 5 yrs 6 mos
Morgan StanleyBroker
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
January 2008 - December 2020 · 12 yrs 11 mos
UBS Financial Services INC.Broker
June 2007 - December 2020 · 13 yrs 6 mos
State Registrations28 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.