Jon Montgomery 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

• 01/1988 → 02/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
• 09/2011 → 02/2017
  Bank Of America, N.A.
  Salt Lake City, UT
• 02/2017 → Present
  Morgan Stanley
  Salt Lake City, UT
• 04/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1988-02-08 → 2017-03-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
  Salt Lake City, UT

Other Businesses

1. Rental Property; Orem, UT; Rental; Investment related; Sole Proprietor / Owner / Partner; 09/2008; During business hours: 1; After business hours: 1 2. Rental Property; Investment related; 224 E, Draper, UT; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2018; During business hours: 0; After business hours: 1; Owner. 3. Rental Property; Investment related; 211 E, Draper, UT; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2018; During business hours: 0; After business hours: 1; Owner.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-07-01
• S63 Uniform Securities Agent State Law Examination
  1987-07-28

Other Names

• Jon Montgomery Oscarson
• Monty Oscarson