Jonathan J Magotch

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

• 09/2017 → 05/2018
  Hennion & Walsh, Inc.
  Parsipanny, NJ
• 07/2018 → 03/2019
  Hennion & Walsh, Inc.
  Parsippany, NJ
• 06/2011 → 09/2017
  Joseph A. Magotch Dds
  Livingston, NJ
• 03/2019 → 11/2020
  Jm Detailing
  Florham Park, NJ
• 12/2020 → Present
  Morgan Stanley
  Paramus, NJ

Other Businesses

*418664 - joseph A Magotch DDS PA; Investment related No; Livingston, New Jersey; Employee (proprietor, partner, officer, director, employee, trustee, agent); June 2012; During business hours: 0; After business hours: 8; Accounting/Bookkeeping.

Exams

• S66 Uniform Combined State Law Examination
  2021-01-11
• S63 Uniform Securities Agent State Law Examination
  2018-10-04

Other Names

• Jonathan Magotch