Jonathan Wesley Lew

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

• 07/2019 → Present
  Morgan Stanley
  Oakland, CA
• 08/2016 → 07/2019
  Pacific Gas & Electric
  San Ramon, CA
• 09/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

*376694 - Rental property; Investment related; Concord, CA; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Feb 2019; During business hours: 0; After business hours: 1; Repairs and other landlord duties.

Exams

• S66 Uniform Combined State Law Examination
  2019-11-14

Other Names

• Jonathan Lew