JB
JB
Jonathan Brotonel is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 14 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
233 S Wacker Dr., Suite 8600, Chicago, IL, 60606
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Regulatory History (1)
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Customer Dispute
September 2013Denied
Employment History
Current Registrations
Morgan Stanley
June 2016 - Present · 9 yrs 11 mos
Morgan StanleyBroker
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLC
May 2013 - November 2015 · 2 yrs 6 mos
Wells Fargo Advisors, LLCBroker
May 2013 - November 2015 · 2 yrs 6 mos
National Securities CorporationBroker
April 2011 - May 2013 · 2 yrs 1 mo
State Registrations33 states
ALARAZCACOCTDCDEFLGAHIILINMAMDMIMNMOMTNCNJNMNVNYOHPARISCTNTXVAWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.