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Jonathan P Wolfe

Morgan Stanley

Farmington Hills, MI

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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

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GLASS RETIREMENT STRATEGIES, INC.
CITIZENS SECURITIES, INC.

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JASON NATHANIEL BATCHELDER
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Brian Joseph Hanley
Jarred Height-Kaplan

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · FARMINGTON HILLS, MI
EDWARD JONES · FARMINGTON HILLS, MI
FIFTH THIRD SECURITIES, INC. · WEST BLOOMFIELD, MI
AMERIPRISE FINANCIAL SERVICES, LLC · FARMINGTON HILLS, MI
OSAIC ADVISORY SERVICES, LLC · WEST BLOOMFIELD, MI
EDWARD JONES · WEST BLOOMFIELD, MI
OSAIC ADVISORY SERVICES, LLC · WEST BLOOMFIELD,, MI
EQUITY PLANNING GROUP, INC. · WEST BLOOMFIELD, MI

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