Jon Willhite is a registered investment advisor at Morgan Stanley, based in Salt Lake City, UT, with 9 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
60 East South Temple, 20th Floor, Salt Lake City, UT, 84111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jon owns rental property since April 2023, and spends minimal time on property management. He also owns a social media business since April 2024, dedicating about 10-20% of his time to business development. Finally, Jon owns a technology business since December 2024, spending a few hours per week on business development and sales/marketing.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 states
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