Jonathan D Frigo

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

• 01/2007 → 02/2021
  Ameriprise Financial Services, Inc.
  Edina, MN
• 02/2021 → Present
  Morgan Stanley
  Dallas, TX

Previous Registrations

• 2010-04-01 → 2021-02-22
  Ameriprise Financial Services, Llc
  Minneapolis, MN
  Minneapolis, MN
  Minneapolis, MN
  Edina, MN
  Lake Elmo, MN
  Southlake, TX
  Sugar Land, TX
  Plano, TX
  The Woodlands, TX
  Houston, TX

Other Businesses

Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.

Exams

• S66 Uniform Combined State Law Examination
  2021-04-27
• S63 Uniform Securities Agent State Law Examination
  2007-02-23

Other Names

• Jonathon Daniel Frigo
• Jonathan Daniel Frigo
• Jonathan Frigo