JY
JY

Jonathan Yeh

15 Years of Experience
Denver, CO
Broker

Jonathan Yeh is a registered investment advisor at Morgan Stanley, based in Denver, CO, 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

250 Fillmore Street, Suite 104, Denver, CO, 80206

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jonathan coaches tennis and strings racquets, dedicating about 10-20% of his time to this activity. He also works in recreation for the Highlands Ranch Community Association, spending minimal time on this.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
E*trade Capital Management, LLC
September 2018 - September 2023 · 5 yrs
E*trade Securities LLCBroker
August 2018 - September 2023 · 5 yrs 1 mo
Northstar Securities, LLCBroker
June 2013 - February 2018 · 4 yrs 8 mos
Scottrade, INC.Broker
April 2013 - June 2013 · 2 mos
Charles Schwab & CO., INC.Broker
June 2011 - April 2012 · 10 mos
Jackson National Life Distributors LLCBroker
July 2010 - May 2011 · 10 mos
Charles Schwab & CO., INC.Broker
November 2008 - July 2010 · 1 yr 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.