Jon Pierson Willhite

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

• 09/2016 → 02/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
• 11/2015 → 09/2016
  Unemployed
  Bonners Ferry, ID
• 02/2017 → 02/2017
  Bank Of America, N.A.
  Salt Lake City, UT
• 02/2017 → Present
  Morgan Stanley
  Salt Lake City, UT
• 03/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*OBI - 552620 - Rental property ; Investment related - Yes ; Lehi, Utah ; Rental Property ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 4/2023 ; During business hours : 0 ; After business hours : 2 ; Property Management *590341 - Social Media; Investment Related - Yes; Alpine, Utah; Social Media; Sole Proprietor/Owner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 04/2024; During Business Hours: 0; After Business Hours: 20; Business Development/Growth, Labor/Service *619941 - Pierson Willhite; Investment Related - Yes; Alpine, Utah; Technology; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2024; During Business Hours: 0; After Business Hours: 8; Business Development/Growth, Sales/Marketing.

Exams

• S66 Uniform Combined State Law Examination
  2017-05-09

Other Names

• Jon P Willhite
• Jon Willhite
• Jon Pierson Willhite
• Pierson Willhite