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Jonathan E Pack

Morgan Stanley

Provo, UT

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-02-18
TX RA APPROVED 2022-02-17
  • UT RA
    APPROVED
    Since 2022-02-18
  • TX RA
    APPROVED
    Since 2022-02-17

Branch Locations

5255 North Edgewood Drive Suite 275, Provo, UT 84604 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Provo UT 01/1999 02/2022
Bank Of America, N.A. Provo UT 07/2011 02/2022
Morgan Stanley Smith Barney Llc Provo UT 02/2022 Present
Morgan Stanley Private Bank, N.A New York NY 03/2022 Present
  • 01/1999 → 02/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Provo, UT
  • 07/2011 → 02/2022
    Bank Of America, N.A.
    Provo, UT
  • 02/2022 → Present
    Morgan Stanley Smith Barney Llc
    Provo, UT
  • 03/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-04-15
  • S66 Uniform Combined State Law Examination
    1999-04-15
Other Names
  • Jonathan E Pack
  • Jon Pack
  • Jonathan Elmo Pack

View on SEC IAPD

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Other Offices

PORTSIDE WEALTH GROUP, LLC · PROVO, UT
JOSEPH M. LARSEN, C.P.A., P.C. · PROVO, UT
COMMONWEALTH FINANCIAL NETWORK · Provo, UT
RAYMOND JAMES & ASSOCIATES, INC. · Provo, UT
COLE FINANCIAL ADVISORS, INC. · PROVO, UT
EDWARD JONES · PROVO, UT
ACCUVEST GLOBAL ADVISORS, INC. · PROVO, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Provo, UT

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