Experience

• 

  Morgan stanley

  Aug 2001 - Nov 2012

  Branch manager, business development manager, financial advisor

  Leadership roles across Orange County, Menlo Park & Los Angeles. Manager Assessment Center (MAC) Approved and completed 2 year Complex Manager Development Program.

• 

  Fidelity investments

  Jan 2013 - Dec 2013

  Vp, regional planning consultant

  Covering Orange County & Palm Desert, CA

• 

  Jpmorgan chase & co.

  Dec 2013 - Apr 2021

  Executive director, market director

  Covering Markets across Los Angeles & Orange County.

• 

  Morgan stanley

  Apr 2021 - now

  Executive director, branch manager

  Executive Director at Morgan Stanley Covering South Orange County.© 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlJonathan Varenchik may only transact business in states where he is registered or excluded or exempted from registration. "https://brokercheck.finra.org/individual/summary/4439393" Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Jonathan Varenchik is not registered or excluded or exempt from registration. Show less