Jonathan Papac
Investment adviser representative at Morgan Stanley
14 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Morgan StanleyJul 2026 to now
- Fidelity InvestmentsJul 2023 to Jul 2026
- J.P. Morgan Securities LLC Firm Crd: 79Aug 2021 to Jul 2023
- JP Morgan Chase Bank, N.A.Aug 2021 to Jul 2023
- Wells Fargo Bank, NAJun 2020 to Aug 2021
- Wells Fargo Clearing Services, LLCJun 2020 to Aug 2021
- Voya Investment Management Co. LLCMar 2019 to May 2020
- Voya Investments Distributor, LLCMar 2019 to May 2020
- Fifth Third BankMay 2018 to Mar 2019
- Fifth Third SecuritiesMay 2018 to Mar 2019
- Bank of America, N.A.Aug 2012 to May 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5562841
- Firm CRD
- 149777