Jonathan B Fetner

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Branch Locations

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

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

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

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

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