Jon Berry is a registered investment advisor at Morgan Stanley, based in Rolling Hills Estates, CA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
609 Deep Valley Drive, Suite 400, Rolling Hills Estates, CA, 90274
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jon is a musician in a band, plays in short films, and teaches acting/improv. These activities take minimal time to about 10% of his time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations49 states
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