Jonathan Pack, financial advisor Provo UT

Jonathan Pack

CRD Number: 3187627
Current Firm: Morgan Stanley

Jonathan Pack (CRD# 3187627) is an Investment Advisor Representative working at Morgan Stanley in Provo, UT and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, N.a New York, NY Mar 2022 - Current 2
Morgan Stanley Smith Barney LLC Provo, UT Feb 2022 - Current 2
Bank Of America, N.a. Provo, UT Jul 2011 - Feb 2022 10
Merrill Lynch, Pierce, Fenner & Smith Incorporated Provo, UT Jan 1999 - Feb 2022 23
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 1999
Contact Info for Jonathan E. Pack
Phone Number: 914-225-5510
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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