
Jonathan Legg
Vice President, Investments

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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 1997Vice President, Investments
Friedman, Billings, Ramsey Group, Inc.
Oct 1997 - Dec 1998Managing Director
Morgan Stanley Wealth Management
Mar 1999 - nowManaging 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 SystemJun 2015
Series 31
FINRAOct 2002
Series 65
FINRAApr 2002
Series 24
FINRAFeb 1998
Series 63
FINRAJul 1992
Series 7
FINRAJun 1992
Honors & Awards
- Awarded to Jonathan LeggForbes 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 LeggBarron'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 LeggForbes "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 LeggForbes "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 LeggBarron'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
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