Johnathan A Etherly

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

• 07/2021 → 09/2023
  E*Trade Securities Llc
  Alpharetta, GA
• 06/2008 → Present
  Ingles Markets Inc.
  Flowery Branch, GA
• 01/2023 → 09/2023
  Morgan Stanley
  Alpharetta, GA
• 09/2023 → Present
  Morgan Stanley
  Alpharetta, GA

Other Businesses

Name: Ingles Markets Inc. Investment Related: No Address: 4260 Winder Hwy, Flowery Branch Ga, 30542 Nature of Business: Grocery Store Your Position: Grocery Stocker Start Date: June 2008 Number of hours devoted: 20 hours a month Number of hours during trading hours: 0 Duties: I stock groceries form the back room to the sales floor to make available to customers. Before the end of shift I clean up the area in the stock room that I was working from.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-30
• S63 Uniform Securities Agent State Law Examination
  2021-12-21