Jonathan Y Applebaum

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

• 10/2018 → 07/2022
  Sanford C. Bernstein & Co., Llc
  Minneapolis, MN
• 01/2017 → 09/2018
  Zamansky Professional Association
  Minneapolis, MN
• 01/2015 → 12/2018
  Minnesota House Of Representatives
  St. Paul, MN
• 07/2015 → 12/2016
  Morrison Sund P.L.L.C.
  Minnetonka, MN
• 07/2022 → Present
  Morgan Stanley Smith Barney Llc
  Wayzata, MN
• 07/2022 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2019-02-28 → 2022-07-20
  Alliancebernstein L.P.
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2019-01-17

Other Names

• Jon Applebaum
• Jonathan Yale Applebaum
• Jonathan Applebaum