JB
JB

Jonathan Bassham

17 Years of Experience
Dallas, TX
Broker

Jonathan Bassham is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 17 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

2121 North Pearl Street, Suite 500, Dallas, TX, 75201

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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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Other Business Activities

Jonathan is involved with Bassham Enterprises, a family holding company investing in real estate, energy, and venture equity, since 2016. He also owns Van Plus Fam LLC (automotive/transportation) and is involved with Feed the Hungry Provisions (retail/online stores), dedicating minimal time to these activities.

Employment History
Current Registrations
Morgan Stanley
February 2017 - Present · 9 yrs 3 mos
Morgan StanleyBroker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
June 2011 - August 2016 · 5 yrs 2 mos
AXA Advisors, LLC
September 2008 - June 2011 · 2 yrs 9 mos
AXA Advisors, LLCBroker
August 2008 - June 2011 · 2 yrs 10 mos
State Registrations32 states
ALAZCACOCTDCDEFLGAIDILKSLAMAMDMIMOMTNCNENJNMNYOHOKPRSDTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jonathan Bassham - Financial Advisor | TrueAdvisor