Jonathan M Linder

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Atlanta, GA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-05-28 → 2009-06-01
  Citigroup Global Markets Inc.
  Atlanta, GA

Other Businesses

1. SUNNY BUNDLES LLC; NOT INVESTMENT RELATED MARIETTA GA; MANAGING MEMBER SINCE 9/06 8HRS/MONTHLY NONE DURING TRADING HRS** 2. *68566 - LF Partners LP; Investment related - No; Marietta, Georgia; Family Limited partnership ; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2001; During business hours: 1; After business hours: 0; Investment Decisions/Advice 3. JDL ENTERPRISES LLC; PURCHASE AND RENT RESIDENTIAL REAL ESTATE; 05/2013 4. *542689 - Justus Creek Ventures LLC; Investment related Yes; Roswell, Georgia; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 10/2022 ; During business hours: 0; After business hours: 1; Administrative.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-22