Jonathan
Applebaum

Morgan Stanley

CRD#7055941
Investment Advisor
in Wayzata, MN

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About this Advisor

Jonathan Applebaum is a financial advisor based out of Wayzata, Minnesota with a total of 1 year of relevant experience. Applebaum works at Morgan Stanley. Throughout their career, they have worked at Sanford C. Bernstein & Co., LLC, Zamansky Professional Association, Minnesota House Of Representatives, Morrison Sund P.L.L.C, Jya Ventures, LLC, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Applebaum has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Minnesota and Texas. Morgan Stanley is an advisory firm that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 financial advisors. It has $1 trillion in assets among its 2,233,188 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services typically vary depending on the services. Fees charged by Morgan Stanley can be comprised of some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

445 East Lake Street
Wayzata, MN 55391

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

MN Average: $7,464,549,021
Total Number of Employees

28,000

MN Average: 88
Total Number of Accounts

2,233,188

MN Average: 3,892
Average Account Size

$530,659

MN Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jonathan Applebaum Work History

Jonathan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Morgan Stanley Smith Barney LLC

2022 - Present (2 years)

Morgan Stanley Private Bank, N.A

2018 - 2022 (4 years)

Sanford C. Bernstein & Co., LLC

2017 - 2018 (1 year)

Zamansky Professional Association

2015 - 2018 (3 years)

Minnesota House Of Representatives

2015 - 2016 (1 year)

Morrison Sund P.L.L.C

2013 - 2015 (2 years)

Jya Ventures, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jonathan Applebaum to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Seth Hart
New York, NY
Janelle Williams
Billings, MT
Ellen Spitz
Garden City, NY
Margret Birch
Oak Brook, IL
Charles Doering
Walnut Creek, CA
Allan House
Baltimore, MD
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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