Merrill
47yrs
Top advisor by experience in Indianapolis
36yrs
Based in Indianapolis, Indiana, Jonathan Klausner is a fiduciary financial advisor with 36 years of industry experience. Jonathan has been with Morgan Stanley since 2012; before that, Jonathan spent 11 years at UBS Financial Services. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1738 advisors with offices in Indianapolis, and one of 1555 fiduciaries.
At a glance
Experience36 years (since 1990)
How that compares ?Top 7% by experience in Indiana
Office800 East 96th Street Suite 400, Indianapolis, IN 46240
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 ?1 state
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.
Career
- 2012 – nowMorgan StanleyCurrent firm
- 2001 – 2012UBS Financial Services Inc.Previously
Contact Jonathan
800 East 96th Street Suite 400Indianapolis, IN 46240Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
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Questions to ask Jonathan
Tailored to Jonathan’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 Jonathan
How do I contact Jonathan?
Call Morgan Stanley at (914) 225-5510 and ask for Jonathan Klausner. Jonathan works from the Indianapolis, IN office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1990, about 36 years. Top 7% by experience in Indiana.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan 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 Jonathan 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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