Jonathan H Young

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Columbus, OH
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-11-21 → 2009-06-01
  Citigroup Global Markets Inc.
  Columbus, OH
• 2000-08-10 → 2008-12-02
  Ubs Financial Services Inc.
  Columbus, OH
  Columbus, OH

Other Businesses

1. FIRST BEXLEY BANK, 2680 EAST MAIN BEXLEY, OH 43209/ STARTED 5/15/2009. PASSIVE INVESTOR. NO DUTIES- 0 HOURS DURING TRADING HOURS AND 0 HOURS OUTSIDE OF TRADING HOURS. 2.*375015 - Columbus jewish Foundation; Not Investment related; Columbus, OH; Charity / Private Foundation; Member of Investment committee(proprietor, partner, officer, director, employee, trustee, agent); Aug 2019; During business hours: 0; After business hours: 0.10; Reviewing the portfolio strategies with ocio-sei, which is who the Columbus Jewish foundation uses for investment management. Help review asset allocation as well as performance. *387579 - Trust; Investment related - Yes; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Sept 1998; During business hours: 1; After business hours: 1. 3.*387583 - Trust; Investment related - Yes; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Feb 2020; During business hours: 1; After business hours: 0. 4.*387582 - Trust ; Investment related - Yes; Mar 2003; During business hours: 1; After business hours: 0 5.*393098-Trust; Investment related -Yes; Trust; Trustee/Co-Trustee; 12/2019; During business hours: 2; After business hours: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1989-04-11

Other Names

• Jon Young