Jonathan Brian Perry

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2019-12-05
TX	RA	APPROVED_RES	2019-12-05

FL RA
APPROVED

Since 2019-12-05
TX RA
APPROVED_RES

Since 2019-12-05

Branch Locations

Miami, FL • United States

20807 Biscayne Boulevard 5Th&6Th Floor, Aventura, FL 33180 • 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
Ubs International	Miami	FL	01/2006	12/2019
Ubs Financial Services Inc.	Coral Gables	FL	01/2010	12/2019
Morgan Stanley Smith Barney Llc	Aventura	FL	12/2019	Present
Morgan Stanley Private Bank, N.A	New York	NY	03/2022	Present

01/2006 → 12/2019

Ubs International

Miami, FL
01/2010 → 12/2019

Ubs Financial Services Inc.

Coral Gables, FL
12/2019 → Present

Morgan Stanley Smith Barney Llc

Aventura, FL
03/2022 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

2011-12-20 → 2019-01-07

Ubs Financial Services Inc.

Coral Gables, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-12-17
S63	Uniform Securities Agent State Law Examination	2008-03-08

S65 Uniform Investment Adviser Law Examination

2011-12-17
S63 Uniform Securities Agent State Law Examination

2008-03-08

View on SEC IAPD

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