Jonathan Oliver is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 8 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
Tampa, FL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2024 - Present · 1 yr 11 mos
Morgan Stanley
May 2024 - Present · 2 yrs
Morgan StanleyBroker
May 2024 - Present · 2 yrs
Previous Registrations
LPL Financial LLCBroker
September 2022 - May 2024 · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
March 2020 - October 2022 · 2 yrs 7 mos
Raymond James & Associates, INC.Broker
November 2018 - November 2021 · 3 yrs
USAA Financial Advisors, INC.Broker
July 2017 - November 2018 · 1 yr 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.