UBS Financial Services
47yrs
Top advisor by experience in Ohio
39yrs
Jon Lawrence has worked in the financial industry for 39 years and is a financial advisor based in Pepper Pike, Ohio. Jon has been with Morgan Stanley since 2016; before that, Jon spent five years at Merrill and 11 years at Citigroup Global Markets. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience39 years (since 1988)
How that compares ?Top 4% by experience in Ohio
Office31099 Chagrin Boulevard, Pepper Pike, OH 44124
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2016 – nowMorgan StanleyCurrent firm
- 2010 – 2016MerrillPreviously
- Jun 2009 – Aug 2010Morgan StanleyPreviously
- 1997 – 2009Citigroup Global Markets Inc.Previously
Contact Jon
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Jon. 31099 Chagrin BoulevardPepper Pike, OH 44124Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Jon
Tailored to Jon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Jon
How do I contact Jon?
Call Morgan Stanley at (914) 225-5510 and ask for Jon Lawrence. Jon works from the Pepper Pike, OH office.
How long has Jon been a financial advisor?
Jon has been in the industry since 1988, about 39 years. Top 4% by experience in Ohio.
What licenses does Jon hold?
Series 63. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jon paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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