Jonathan William Bassham

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

• 07/2016 → Present
  Morgan Stanley Smith Barney Llc
  Dallas, TX
• 07/2016 → Present
  Morgan Stanley, Private Bank, N.A.
  New York, NY

Previous Registrations

• 2008-09-11 → 2011-06-13
  Equitable Advisors, Llc
  Austin, TX

Other Businesses

(1) Bassham Enterprises; Investment Related; Dallas, TX ; Family holding company that invests in private real estate, energy assets, and venture equity; Start September 2016; During Business Hours: 1; After Business Hours: 5. (2) 467959 - Van Plus Fam LLC ; Investment Related; Dallas, TX; Automotive/Transportation; Sole Proprietor/Owner; Start 24-March-2022; During business hours: 10; After business hours: 0; Administrative, Accounting/Bookkeeping, Customer Service. (3) 633997 - Feed the Hungry Provisions; Investment Related; Dallas, TX; Retail/Online Stores; Other (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Start April 2025; During Business Hours: 2; After Business Hours: 18; Administrative, Business Development/Growth, Labor/Service, Sales/Marketing.

Exams

• S66 Uniform Combined State Law Examination
  2016-12-19

Other Names

• Jonathan Bassham