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Jonathan Hanvey

Morgan Stanley

Tampa, FL

CRD 8030530

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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
FL RA APPROVED 2026-07-27
TX RA APPROVED 2026-07-24
  • FL RA
    APPROVED
    Since 2026-07-27
  • TX RA
    APPROVED
    Since 2026-07-24

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • 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
Morgan Stanley Tampa FL 02/2025 Present
Adp Maitland FL 11/2021 02/2025
Whole Foods Market Middletown NJ 02/2019 08/2021
Unemployed Longwood FL 09/2021 10/2021
Ocean Place Resort And Spa Long Branch NJ 04/2019 09/2019
Bayroot Lebanese Restaurant Shrewsbury NJ 12/2017 04/2019
Cocktails Catering Orlando FL 07/2017 11/2017
Papa Johns Pizza Orlando FL 03/2017 07/2017
Unemployed Orlando FL 09/2016 03/2017
  • 02/2025 → Present
    Morgan Stanley
    Tampa, FL
  • 11/2021 → 02/2025
    Adp
    Maitland, FL
  • 02/2019 → 08/2021
    Whole Foods Market
    Middletown, NJ
  • 09/2021 → 10/2021
    Unemployed
    Longwood, FL
  • 04/2019 → 09/2019
    Ocean Place Resort And Spa
    Long Branch, NJ
  • 12/2017 → 04/2019
    Bayroot Lebanese Restaurant
    Shrewsbury, NJ
  • 07/2017 → 11/2017
    Cocktails Catering
    Orlando, FL
  • 03/2017 → 07/2017
    Papa Johns Pizza
    Orlando, FL
  • 09/2016 → 03/2017
    Unemployed
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-24
S63 Uniform Securities Agent State Law Examination 2025-04-04
  • S66 Uniform Combined State Law Examination
    2026-07-24
  • S63 Uniform Securities Agent State Law Examination
    2025-04-04
Other Names
  • Jon Hanvey

View on SEC IAPD

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