Jonathan Applebaum is a registered investment advisor at Morgan Stanley, based in Wayzata, MN, with 7 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
445 East Lake Street, Suite 320, Wayzata, MN, 55391
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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
July 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
July 2022 - Present · 4 yrs 2 mos
Previous Registrations
Alliancebernstein L.P.
February 2019 - July 2022 · 3 yrs 5 mos
Sanford C. Bernstein & CO., LLCBroker
February 2019 - July 2022 · 3 yrs 5 mos
State Registrations5 states
CACOFLMNNY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.