Jonathan M Varenchik

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 04/2021
  Jpmorgan Securities Llc
  Irvine, CA
• 04/2021 → Present
  Morgan Stanley
  Irvine, CA

Previous Registrations

• 2014-01-23 → 2021-04-14
  J.P. Morgan Securities Llc
  Irvine, CA
  Long Beach, CA
  Gardena, CA
  Wilmington, CA
  Artesia, CA
  Irvine, CA
  Torrance, CA
  Rancho Palos Verdes, CA
  Long Beach, CA
  Long Beach, CA
  Torrance, CA
  San Pedro, CA
  San Pedro, CA
  Carson, CA
  San Pedro, CA
  Long Beach, CA
  Torrance, CA
  Lakewood, CA
  El Segundo, CA
  Long Beach, CA
  Long Beach, CA
  Long Beach, CA
  Redondo Beach, CA
  Harbor City, CA
  Rolling Hills Estates, CA
  Torrance, CA
  La Palma,, CA
  Wilmington, CA
  Torrance, CA
  Long Beach, CA
  Rancho Palos Verdes, CA
  San Pedro, CA
  Long Beach, CA
  Torrance, CA
  Lakewood, CA
  Gardena, CA
  Carson, CA
  Torrance, CA
  Rolling Hills, CA
  Redondo Beach, CA
  Torrance, CA
  Torrance, CA
  Wilmington, CA
  Artesia, CA
  Gardena, CA
  Huntington Beach, CA
  Los Alamitos, CA
  Huntington Beach, CA
  Huntington Bch, CA
  Long Beach, CA
  Long Beach, CA
  Long Beach, CA
  Long Beach, CA
  Huntington Beach, CA
  Buena Park, CA
  Buena Park, CA
  Carson, CA
  Long Beach, CA
  Bakersfield, CA
  Cerritos, CA
  Lakewood, CA
  Huntington Beach, CA
  Fountain Valley, CA
  Garden Grove, CA
  Gardena, CA
  Fountain Valley, CA
  Torrance, CA
  Torrance, CA
  Rancho Palos Verdes, CA
  Huntington Beach, CA
  Huntington Beach, CA
  Lakewood, CA
  Long Beach, CA
  Long Beach, CA
  Long Beach, CA
  Los Alamitos, CA
  Torrance, CA
  Long Beach, CA
  Rancho Palos Verdes, CA
  Irvine, CA
  San Pedro, CA
  Torrance, CA
  Wilmington, CA
  Long Beach, CA
  Redondo Beach, CA
  Rolling Hills, CA
  Huntington Beach, CA
  Seal Beach, CA
  Seal Beach, CA
  Harbor City, CA
  Rolling Hills Estates, CA
  San Pedro, CA
  Torrance, CA
  Carson, CA
  Torrance, CA
  Redondo Beach, CA
  Torrance, CA
  Cypress, CA
  La Palma,, CA
  Torrance, CA
  San Pedro, CA
  Westminster, CA
  Westminster, CA
  Lakewood, CA
  Lakewood, CA
  Laguna Niguel, CA
  Laguna Hills, CA
  Costa Mesa, CA
  Irvine, CA
  Irvine, CA
  Laguna Beach, CA
  Irvine, CA
  Irvine, CA
  Lake Forest, CA
  Foothill Ranch, CA
  Fountain Valley, CA
  Fountain Valley, CA
  Mission Viejo, CA
  Irvine, CA
  Irvine, CA
  Irvine, CA
  Irvine, CA
  Laguna Hills, CA
  Mission Viejo, CA
  Laguna Hills, CA
  Laguna Hills, CA
  Santa Ana, CA
  Mission Viejo, CA
  Irvine, CA
  Laguna Beach, CA
  Irvine, CA
  Rancho Santa Margarita, CA
  Mission Viejo, CA
  Santa Ana, CA
  Santa Ana, CA
  Lake Forest, CA
  Irvine, CA
  Newport Beach, CA
  Newport Beach, CA
  Costa Mesa, CA
  Irvine, CA
  Costa Mesa, CA
  Newport Beach, CA
  Newport Beach, CA
  Corona Del Mar, CA
  Costa Mesa, CA
  Cerritos, CA
  Irvine, CA
  Westminster, CA
  Irvine, CA
  Newport Coast, CA
  Tustin, CA
  Orange, CA
  Orange, CA
  Anaheim, CA
  Anaheim, CA
  Orange, CA
  Orange, CA
  Villa Park, CA
  Anaheim, CA
  Irvine, CA
  Santa Ana, CA
  Irvine, CA
  Irvine, CA
  Garden Grove, CA
  Anaheim, CA
  Garden Grove, CA
  Anaheim, CA
  Irvine, CA
  Irvine, CA
  Newport Beach, CA
• 2013-02-21 → 2013-12-24
  Strategic Advisers Llc
  Mission Viejo, CA
• 2009-06-01 → 2012-11-01
  Morgan Stanley
  Menlo Park, CA
  Irvine, CA
  Brea, CA
  Irvine, CA
  Whittier, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Menlo Park, CA
  Torrance, CA
• 2002-02-05 → 2007-04-02
  Morgan Stanley Dw Inc.
  Torrance, CA
  Torrance, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-12-28
• S65 Uniform Investment Adviser Law Examination
  2001-12-18

Other Names

• Jonathan Michael Varenchik
• Jonathan Michael Varenchik
• Jonathan Varenchik
• Jonathan M Varenchik