Jonathan Grant is a registered investment advisor at Morgan Stanley, based in Colorado Springs, CO, with 13 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
121 South Tejon Street, Suite 700, Colorado Springs, CO, 80903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is involved with several real estate ventures, including Soardik Properties LLC, El Camino Real Estate LLC, JMM Ltd., and Lateralus LLC, all focused on rental property and property management. These activities collectively take minimal time outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Waddell & Reed
Waddell & Reed, INC.Broker
Waddell & Reed, INC.Broker
State Registrations43 states
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