Jonathan B Fetner
Also appears in the source record as: Jonathan Barry Fetner
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (5)
- Series 63Series 9Series 10SIESeries 7
- Registered states (24)
- Arizona · California · Colorado · Connecticut · Delaware · Florida · Georgia · Illinois · Kansas · Maine · Maryland · Missouri · Montana · New Jersey · New York · North Carolina · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Vermont · Virginia · Washington
- Years in the industry (source record)
- 37
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Morgan Stanley
- Firm CRD
- 149777
- SEC number
- 801-70103
- Assets under management
- $2.0T as of Jun 30, 2026
- Website
- www.morganstanley.com ↗
- Phone
- 914-225-5510
- Firm location
- Purchase, NY, 10577-2530
Employment history (12)
From the source registration record · current first
-
Feb 17, 2017 → present
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Jun 19, 2009 → Feb 21, 2017
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Jun 19, 2009 → Feb 21, 2017
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Morgan Stanley Smith BarneyBD capacityJun 1, 2009 → Jun 22, 2009
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Morgan Stanley Smith Barney LLCIA capacityJun 1, 2009 → Jun 22, 2009
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Morgan Stanley & Co. IncorporatedBD capacityApr 2, 2007 → Jun 1, 2009
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Morgan Stanley & Co. IncorporatedIA capacityApr 2, 2007 → Jun 1, 2009
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Morgan Stanley Dw Inc.BD capacityNov 12, 2004 → Apr 2, 2007
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Morgan StanleyIA capacityNov 12, 2004 → Apr 2, 2007
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Citigroup Global Markets Inc.IA capacityOct 18, 2002 → Nov 19, 2004
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Citigroup Global Markets Inc.BD capacityFeb 14, 1997 → Nov 19, 2004
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Oct 25, 1989 → Feb 21, 1997
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.