Benn A Konner

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

• 05/2001 → 09/2021
  J.P. Morgan Securities Inc.
  New York, NY
• 11/2016 → 09/2021
  J.P. Morgan Chase Bank, Na
  Los Angeles, CA
• 09/2021 → Present
  Morgan Stanley Smith Barney Llc
  Los Angeles, CA
• 09/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

Entity Name: Kekon Reality Investment related: Yes Address: 57 Pine Brook, NJ Nature of the other business: Owns passive real estate as part of inheritance. Position/Title/Relationship: Director/Officer Start Date: 02-Nov-2014 Approximate # of hours a month: 0-1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: No day to day responsibilities. *458836- Trust; Investment related Yes; Pacific Palisades, California; Trust; Trustee/Co-Trustee; 01/2012; During business hours: 0; After business hours: 1; *458889- Trust; Investment related Yes; Pacific Palisades, California; Trust; Trustee/Co-Trustee; 01/2012; During business hours: 0; After business hours: 1;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-15
• S63 Uniform Securities Agent State Law Examination
  1994-07-29

Other Names

• Benn Aron Konnes
• Benn Aron Konner