Jonathan Edward Blasko

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

• 07/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Cleveland, OH
• 11/2016 → Present
  Morgan Stanley
  Pepper Pike, OH
• 05/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-08-06 → 2016-11-29
  Wells Fargo Clearing Services, Llc
  Cleveland, OH
  New Philadelphia, OH
• 2011-05-26 → 2014-03-24
  Pnc Wealth Management Llc
  Cleveland, OH
  Cleveland, OH
  Painesville, OH
  Cleveland, OH
  Cleveland, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-15
• S63 Uniform Securities Agent State Law Examination
  2007-10-22

Other Names

• Jonathan E Blasko
• John Magee Blasko