Jonathan Luis

2 Years of Experience

Beverly Hills, CA

1 DisclosureBroker

Jonathan Luis is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 2 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Morgan Stanley

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

9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212

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History

Regulatory History (1)

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Financial

November 2022

Pending

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Employment History

Current Registrations

Morgan Stanley

December 2025 - Present · 7 mos

Morgan StanleyBroker

December 2025 - Present · 7 mos

Previous Registrations

UBS Financial Services INC.

April 2023 - July 2025 · 2 yrs 3 mos

UBS Financial Services INC.Broker

March 2023 - July 2025 · 2 yrs 4 mos

State Registrations53 states

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY

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.

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