DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jonathan Papac

Morgan StanleywirehouseAlpharetta, Gadual registrantIAPD 5562841

Feed of 09/14/2026

Also filed as Jonathan Papac

At current firm

0 y

since Aug 6, 2026

In the industry

18 y

since Sep 6, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Morgan Stanley wirehouse current
since Aug 6, 2026 · Alpharetta, Ga
Strategic Advisers LLC national BD
Mar 31, 2025 to Jul 21, 2026 · Canton, Ga
Fidelity Personal And Workplace Advisors former
Aug 14, 2023 to Mar 31, 2025 · Canton, Ga
J.P. Morgan Securities LLC wirehouse
Sep 9, 2021 to Jul 22, 2023 · Kennesaw, Ga
Wells Fargo Advisors wirehouse
Jun 18, 2020 to Aug 26, 2021 · Marietta, Ga
Voya Investment Management Co. LLC asset manager
Mar 19, 2019 to Jun 2, 2020 · Atlanta, Ga
Fifth Third Securities, Inc. BD affiliated
May 11, 2018 to Mar 15, 2019 · Kennesaw, Ga
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 30, 2012 to May 10, 2018 · Bothell, Wa
Waddell & Reed former
May 28, 2010 to Sep 24, 2010 · Bellevue, Wa
Equitable Advisors, LLC national BD
Sep 8, 2008 to Jan 28, 2010 · Bellevue, Wa

Moves

a registration end followed by a registration begin elsewhere

Strategic Advisers LLC to Morgan Stanley
left Jul 21, 2026, registered Aug 6, 2026 (16 days) · Affiliated broker-dealer or bank to wirehouse
Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
J.P. Morgan Securities LLC to Fidelity Personal And Workplace Advisors
left Jul 22, 2023, registered Aug 14, 2023 (23 days) · Wirehouse to affiliated broker-dealer or bank
Wells Fargo Advisors to J.P. Morgan Securities LLC
left Aug 26, 2021, registered Sep 9, 2021 (14 days) · Wirehouse to wirehouse
Voya Investment Management Co. LLC to Wells Fargo Advisors
left Jun 2, 2020, registered Jun 18, 2020 (16 days) · Other
Fifth Third Securities, Inc. to Voya Investment Management Co. LLC
left Mar 15, 2019, registered Mar 19, 2019 (4 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Fifth Third Securities, Inc.
left May 10, 2018, registered May 11, 2018 (1 days) · Wirehouse to affiliated broker-dealer or bank
Waddell & Reed to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Sep 24, 2010, registered Aug 30, 2012 (706 days) · Other
Equitable Advisors, LLC to Waddell & Reed
left Jan 28, 2010, registered May 28, 2010 (120 days) · Other

Signals

Jonathan Papac left Strategic Advisers Llc for Morgan Stanley (registered 2026-08-06)
Jul 21, 2026 · Advisor changed firm · fact
Jonathan Papac left J.P. Morgan Securities Llc for Fidelity Personal And Workplace Advisors (registered 2023-08-14)
Jul 22, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address