Jonathan M Wiener

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

• 03/2015 → 11/2018
  Oppenheimerfunds Distributor, Inc
  New York, NY
• 11/2018 → 06/2019
  Cohen & Steers Securities Llc
  New York, NY
• 11/2018 → 06/2019
  Cohen & Steers Capital Management, Inc.
  New York, NY
• 06/2021 → Present
  Morgan Stanley Smith Barney Llc
  Melville, NY
• 02/2020 → 05/2020
  Pri
  Melville, NY
• 08/2020 → 06/2021
  Pitchbook (Morningstar)
  New York, NY
• 06/2019 → 02/2020
  Unemployed
  Bethpage, NY
• 05/2020 → 08/2020
  Unemployed
  Bethpage, NY
• 07/2021 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2014-01-01 → 2015-03-17
  Virtus Investment Advisers, Llc
  Hartford, CT

Exams

• S66 Uniform Combined State Law Examination
  2021-07-03
• S63 Uniform Securities Agent State Law Examination
  2012-04-07

Other Names

• Jonathan Michael Wiener