Jonathan Drew Schaechter

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
FL	RA	APPROVED	2023-11-14
NJ	RA	APPROVED	2022-02-17
NY	RA	APPROVED	2021-06-16
TX	RA	APPROVED	2020-04-15
CT	RA	APPROVED	2017-07-28

FL RA
APPROVED

Since 2023-11-14
NJ RA
APPROVED

Since 2022-02-17
NY RA
APPROVED

Since 2021-06-16
TX RA
APPROVED

Since 2020-04-15
CT RA
APPROVED

Since 2017-07-28

Branch Locations

399 Park Avenue 12Th Floor, New York, NY 10022 • United States

Bradenton, FL • United States

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
The Ayco Corporation	Florham Park	NJ	06/1988	07/2017
Mercer Allied Company, L.P.	Florham Park	NJ	12/1994	07/2017
Morgan Stanley	New York	NY	07/2017	Present
Morgan Stanley Private Bank, National Association	New York	NY	11/2017	Present

06/1988 → 07/2017

The Ayco Corporation

Florham Park, NJ
12/1994 → 07/2017

Mercer Allied Company, L.P.

Florham Park, NJ
07/2017 → Present

Morgan Stanley

New York, NY
11/2017 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

2002-07-30 → 2017-08-24

Goldman Sachs Wealth Services, L.P.

Parsippany, NJ

Other Businesses

*421246 - University of Maryland Incentive Awards Program; Investment related No; College Park, MD; Public Schools; Selection Committee (proprietor, partner, officer, director, employee, trustee, agent); Feb 2021; During business hours: 1; After business hours: 0; As a member of the Selction Committee, I will help determine recipients of the IAP Scholarship.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-01-13
S63	Uniform Securities Agent State Law Examination	1990-08-29

S65 Uniform Investment Adviser Law Examination

1992-01-13
S63 Uniform Securities Agent State Law Examination

1990-08-29

Designations

Certified Financial Planner

Other Names

Jon Schaechter

View on SEC IAPD