Jonathan Robert Barnes

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Burlington, VT
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Burlington, VT
• 1994-12-07 → 2007-04-02
  Morgan Stanley Dw Inc.
  Burlington, VT
  Burlington, VT

Other Businesses

1. TEAM LIBBY, LLC; VERMONT FROST HEAVES. 2. RENTAL PROPERTY - 25 PLATT STREET WINOOSKI, VT 05404; 10/1987 * 106134 - Queen Jeanne LLC; Investment related Yes; Jericho, Vermont; Real Estate, Partner (proprietor, partner, officer, director, employee, trustee, agent); Feb 2021; During business hours: 0; After business hours: 1; Property Management.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-17
• S63 Uniform Securities Agent State Law Examination
  1984-02-24