Jonathan Legg

Jonathan Legg

Vice President, Investments

Followers of Jonathan Legg1000 followers
location of Jonathan LeggWashington DC-Baltimore Area

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  • Timeline

  • About me

    Managing Director / Private Wealth Advisor at Morgan Stanley Private Wealth Management

  • Education

    • Woodberry Forest School

      1982 - 1985
    • William & Mary

      1985 - 1990
  • Experience

    • Legg Mason Wood Walker, Incorporated

      Jun 1992 - Oct 1997
      Vice President, Investments
    • Friedman, Billings, Ramsey Group, Inc.

      Oct 1997 - Dec 1998
      Managing Director
    • Morgan Stanley Wealth Management

      Mar 1999 - now
      Managing Director; Alternative Investments Director; Private Wealth Advisor

      "© 2024 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Private Wealth Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Private Wealth Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-legg-wealth-management-group. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html."NMLS #1274453 Show less

  • Licenses & Certifications

    • NMLS#: 1274453

      Nationwide Mortgage Licensing System
      Jun 2015
    • Series 31

      FINRA
      Oct 2002
    • Series 65

      FINRA
      Apr 2002
    • Series 24

      FINRA
      Feb 1998
    • Series 63

      FINRA
      Jul 1992
    • Series 7

      FINRA
      Jun 1992
  • Honors & Awards

    • Awarded to Jonathan Legg
      Forbes Best-In-State Wealth Advisors 2024 Forbes Apr 2024 2024 Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22. https://www.morganstanley.com/disclosures/awards-disclosure.html
    • Awarded to Jonathan Legg
      Barron's Top 1,200 Financial Advisors: State-by-State 2024 Barron's Mar 2024 2024 Barron's Top 1,200 Financial Advisors: State-by-StateSource: Barron's.com (Awarded Mar 2024) Data compiled by Barron's based on time period from Sept 2022 - Sept 2023. https://www.morganstanley.com/disclosures/awards-disclosure.html
    • Awarded to Jonathan Legg
      Forbes "America's Best-In-State Wealth Advisors" 2023 - Apr 2023 Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22. https://www.morganstanley.com/disclosures/awards-disclosure.html
    • Awarded to Jonathan Legg
      Forbes "America’s Top 250 Wealth Advisors" 2023 - Apr 2023 Forbes America's Top Wealth Advisors & Best-In-State Wealth AdvisorsSource: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22. https://www.morganstanley.com/disclosures/awards-disclosure.html
    • Awarded to Jonathan Legg
      Barron's "Top Wealth Advisors: State-by-State" 2023 - Mar 2023 Barron's Top 1,200 Financial Advisors: State-by-StateSource: Barron's.com (Awarded Mar 2023) Data compiled by Barron's based on time period from Sept 2021 - Sept 2022. https://www.morganstanley.com/disclosures/awards-disclosure.html