JV
JV

Jon Vandevander

15 Years of Experience
New York, NY
Broker

Jon Vandevander is a registered investment advisor at Morgan Stanley, based in New York, NY, with 15 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

55 East 52nd Street, 12th Floor, New York, NY, 10055

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History

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.

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Employment History
Current Registrations
Morgan Stanley
February 2015 - Present · 11 yrs 3 mos
Morgan StanleyBroker
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Pimco Investments LLCBroker
May 2013 - January 2015 · 1 yr 8 mos
Lord, Abbett & CO. LLC
June 2012 - May 2013 · 11 mos
Lord Abbett Distributor LLCBroker
April 2012 - May 2013 · 1 yr 1 mo
Gfi Securities LLCBroker
September 2010 - March 2012 · 1 yr 6 mos
State Registrations36 states
ALARAZCACOCTDCDEFLGAIDILKSLAMAMDMENCNHNJNVNYOKORPAPRRISCTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jon Vandevander - Financial Advisor | TrueAdvisor