JL
JL

Jonathan Lew

6 Years of Experience
Oakland, CA
Broker

Jonathan Lew is a registered investment advisor at Morgan Stanley, based in Oakland, CA, with 6 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

1999 Harrison Street, Suite 2200, Oakland, CA, 94612

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jonathan owns rental property in Concord, CA, since February 2019, performing repairs and other landlord duties. This requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
November 2019 - Present · 6 yrs 6 mos
Morgan StanleyBroker
August 2019 - Present · 6 yrs 9 mos
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.