JL
JL

Jonathan Lombardi

17 Years of Experience
Marco Island, FL
Broker

Jonathan Lombardi is a registered investment advisor at Morgan Stanley, based in Marco Island, FL, 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

928 North Collier Boulevard, 3rd Floor, Marco Island, FL, 34145

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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 is the sole proprietor and owner of Gulf Coast Sports Cards, a retail and online store. He spends a few hours per week posting sports cards to eBay and mailing them to buyers.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
January 2009 - June 2009 · 5 mos
Citigroup Global Markets INC.Broker
January 2009 - June 2009 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.