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Jonathan Fielding Lombardi

Morgan Stanley

Marco Island, FL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-05-05
FL RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2020-05-05
  • FL RA
    APPROVED
    Since 2009-06-01

Branch Locations

928 North Collier Boulevard 3Rd Floor, Marco Island, FL 34145 • 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
OrganizationCityStateFromTo
Morgan Stanley Naples FL 06/2009 08/2017
Morgan Stanley Private Bank, N.A. New York NY 01/2015 08/2017
Morgan Stanley Marco Island FL 08/2017 Present
Morgan Stanley Private Bank, N.A. New York NY 08/2017 Present
  • 06/2009 → 08/2017
    Naples, FL
  • 01/2015 → 08/2017
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 08/2017 → Present
    Marco Island, FL
  • 08/2017 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Other Businesses

1. *538803 - Gulf Coast Sports Cards; Investment related Yes; Naples, Florida; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2023; During business hours: 0; After business hours: 5; Posting sports cards to eBay and mailing sold cards out to buyers

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-23
  • S66 Uniform Combined State Law Examination
    2009-01-23
Other Names
  • Jon Lombardi

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