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Jonathan P Wolfe

Morgan Stanley

Farmington Hills, MI

CRD 6697365

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2019-08-23
TX RA APPROVED 2019-08-23
  • MI RA
    APPROVED
    Since 2019-08-23
  • TX RA
    APPROVED
    Since 2019-08-23

Branch Locations

35055 West Twelve Mile Road Suite 101, Farmington Hills, MI 48331 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 08/2016 08/2019
Morgan Stanley Smith Barney Llc Farmington Hills MI 08/2019 Present
Morgan Stanley Private Bank, N.A. New York NY 09/2019 Present
  • 08/2016 → 08/2019
    Edward Jones
    St. Louis, MO
  • 08/2019 → Present
    Morgan Stanley Smith Barney Llc
    Farmington Hills, MI
  • 09/2019 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2016-12-16 → 2019-08-26
    Edward Jones
    Bloomfield Hills, MI
    St Louis, MO
    Birmingham, MI
    Birmingham, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-14
  • S66 Uniform Combined State Law Examination
    2016-10-14
Other Names
  • Jonathan Phillip Wolfe

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.

Nearby Investors

ERIC JAMES FURLOTTE
DAVID ROBERT SAROTTE
DANIEL THOMAS MILNAMOW

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · FARMINGTON HILLS, MI
EDWARD JONES · FARMINGTON HILLS, MI
FIFTH THIRD SECURITIES, INC. · WEST BLOOMFIELD, MI

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