Jonathan Nathaniel Anderson

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

• 07/2022 → 09/2025
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2021 → 06/2022
  Bourbon And Bones Chop House
  Gilbert, AZ
• 09/2020 → 08/2021
  The Country Club At Dc Ranch
  Scottsdale, AZ
• 09/2020 → 08/2025
  Self Employed
  Scottsdale, AZ
• 06/2019 → 08/2020
  Self Employed
  Pittsburgh, PA
• 05/2017 → 08/2020
  St. Clair Country Club
  Pittsburgh, PA
• 09/2012 → 05/2017
  Montour Heights Country Club
  Coraopolis, PA
• 09/2025 → Present
  Morgan Stanley
  Tempe, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-21
• S63 Uniform Securities Agent State Law Examination
  2022-08-24

Other Names

• Jon Nathaniel Anderson
• Jonathan Anderson