Jonathan B Fetner

Short Hills, NJ

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-04-15
NJ	RA	APPROVED	2017-02-17

TX RA
APPROVED_RES

Since 2020-04-15
NJ RA
APPROVED

Since 2017-02-17

Branch Locations

150 Jfk Parkway 2Nd Floor, Short Hills, NJ 07078 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Short Hills	NJ	06/2009	02/2017
Morgan Stanley	Short Hills	NJ	02/2017	Present
Morgan Stanley Private Bank, National Association	New York	NY	03/2017	Present

06/2009 → 02/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Short Hills, NJ
02/2017 → Present

Morgan Stanley

Short Hills, NJ
03/2017 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

2009-06-19 → 2017-02-21

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Short Hills, NJ
2009-06-01 → 2009-06-22

Morgan Stanley

Short Hills, NJ
2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Short Hills, NJ
2004-11-12 → 2007-04-02

Morgan Stanley Dw Inc.

Short Hills, NJ

Short Hills, NJ
2002-10-18 → 2004-11-19

Citigroup Global Markets Inc.

Short Hills, NJ

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1989-11-03

S63 Uniform Securities Agent State Law Examination

1989-11-03

Other Names

Jonathan Barry Fetner

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

RIDGEWOOD INVESTMENTS

J.P. MORGAN SECURITIES LLC

DORCHESTER ADVISORS LLC

ESTEE ADVISORS LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

UNITED SUCCESS WEALTH MANAGEMENT

TRANSAMERICA FINANCIAL ADVISORS, LLC

Other Investors

DAVID SETH LEIBOWITZ

VALERIE RUBIO LEMMON

TERRANCE PATRICK MCGUIRE

KAUSHAL BHUPENDRA MAJMUDAR

John Varghese Cholankeril

DUSHYANT PANDIT

Other Offices

LPL FINANCIAL LLC · SHORT HILLS, NJ

RIDGEWOOD INVESTMENTS · SPRINGFIELD, NJ

J.P. MORGAN SECURITIES LLC · SHORT HILLS, NJ

DORCHESTER ADVISORS LLC · SHORT HILLS, NJ

ESTEE ADVISORS LLC · SHORT HILLS, NJ

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SHORT HILLS, NJ

UNITED SUCCESS WEALTH MANAGEMENT · SHORT HILLS, NJ

TRANSAMERICA FINANCIAL ADVISORS, LLC · SHORT HILLS, NJ

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