Jonathan C Kurlander
Investment adviser representative at Morgan Stanley
14 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Jonathan C Kurlander? Claim your profile
Contact this firm
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 2022 to now
- Morgan StanleyApr 2021 to Mar 2022
- Esf CampsMay 2020 to Aug 2020
- Tennis InnovatorsJun 2019 to Aug 2019
- StudentAug 2018 to May 2022
- Ramah NyackJun 2018 to Aug 2018
- StudentJan 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7357983
- Firm CRD
- 149777