Jonathan Nathaniel Anderson
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 StanleySep 2025 to now
- The Vanguard Group, Inc.Jul 2022 to Sep 2025
- Bourbon and Bones Chop HouseAug 2021 to Jun 2022
- Self EmployedSep 2020 to Aug 2025
- The Country Club At Dc RanchSep 2020 to Aug 2021
- Self EmployedJun 2019 to Aug 2020
- ST. Clair Country ClubMay 2017 to Aug 2020
- Montour Heights Country ClubSep 2012 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7581472
- Firm CRD
- 149777