Jonathan C Kurlander

CRD 7357983

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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:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-09-01

NY RA
APPROVED

Since 2022-09-01

Branch Locations

1 New York Plaza, New York, NY 10004 • United States

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	New York	NY	07/2022	Present
Student	Albany	NY	08/2018	05/2022
Student	Hartsdale	NY	01/2012	06/2018
Esf Camps	Riverdale	NY	05/2020	08/2020
Morgan Stanley	Manhattan	NY	04/2021	03/2022
Ramah Nyack	Nyack	NY	06/2018	08/2018
Tennis Innovators	White Plains	NY	06/2019	08/2019

07/2022 → Present

Morgan Stanley

New York, NY
08/2018 → 05/2022

Student

Albany, NY
01/2012 → 06/2018

Student

Hartsdale, NY
05/2020 → 08/2020

Esf Camps

Riverdale, NY
04/2021 → 03/2022

Morgan Stanley

Manhattan, NY
06/2018 → 08/2018

Ramah Nyack

Nyack, NY
06/2019 → 08/2019

Tennis Innovators

White Plains, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-01

S66 Uniform Combined State Law Examination

2022-09-01

View on SEC IAPD

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