Next-Gen + Best-in-State · rank 46 · Deerfield, Illinois · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "12/12/2013", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “"firmId": 149777, "firmName": "MORGAN STANLEY"” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “"firmName": "MORGAN STANLEY", "iaOnly": "N", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68191"” — sec_finra_regulatory
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — 5537965 (high)
- “"basicInformation": {"individualId": 5537965, "firstName": "JONATHAN", "middleName": "MICHAEL", "lastName": "PETERS", "otherNames": [], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "8/22/2011” — sec_finra_regulatory
- Years experience — 15 (high)
- “"daysInIndustryCalculatedDate": "8/22/2011"” — sec_finra_regulatory
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 3600 (high)
- “Team Assets (Custodied): $3.6B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum Account Size for New Business: $1M” — forbes_shook
- Typical client net worth ($M) — 38.25 (high)
- “Typical Net Worth of Relationships: $1.5-75M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “"iaOnly": "N", "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68191"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/jonathan.peters (high)
- “Jonathan Peters | Deerfield, IL | Morgan Stanley Wealth Management” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/jonathan-peters-4617a086/ (low)
- “Jonathan Peters - Executive Director, Financial Advisor - Morgan Stanley | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search