Jon Applebaum

Jon Applebaum Email and Phone Number

Vice President and Financial Advisor at Three Oaks Wealth Management @ Morgan Stanley
Wayzata, MN, US
Jon Applebaum's Location
Wayzata, Minnesota, United States, United States
Jon Applebaum's Contact Details
About Jon Applebaum

Throughout my professional career, I have been determined to improve the lives of others and the community by facilitating opportunities. What started as practicing law, combined with creating laws and representing my hometown community at the State Capitol, has evolved into my current role as an advisor at Morgan Stanley. I really, really care about my clients. I strive to be not just their advisor, but an indispensable and important person in their lives. My role has never been limited to the service I provide, rather it’s most often characterized by a meaningful relationship and partnership. I make myself available, and I open and leverage my network. I do whatever it takes to help my clients, their families, their other professional advisors, and the community. Working with foundations and other nonprofits is a meaningful part of my practice, and a natural fit for me. Doing so follows a consistent progression of my career: being a fiduciary dedicated to superior service, good judgment, and the best interests of the community. Helping other fiduciaries achieve their organization’s mission and make a greater impact on the community is particularly inspiring, fulfilling, and fun!https://advisor.morganstanley.com/three-oaks-wealth-management

Jon Applebaum's Current Company Details
Morgan Stanley

Morgan Stanley

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Vice President and Financial Advisor at Three Oaks Wealth Management
Wayzata, MN, US
Employees:
94640
Jon Applebaum Work Experience Details
  • Morgan Stanley
    Vice President And Financial Advisor At Three Oaks Wealth Management
    Morgan Stanley
    Wayzata, Mn, Us
  • Morgan Stanley
    Vice President / Financial Advisor At Three Oaks Wealth Management
    Morgan Stanley Jul 2022 - Present
    Wayzata, Minnesota, United States
    NMLS#: 2399332© 2023 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 LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

Jon Applebaum Skills

Mergers And Acquisitions Management Litigation Legal Writing Legal Research Civil Litigation Corporate Law Commercial Litigation Mediation Real Estate Due Diligence Appeals Intellectual Property Licensing Real Estate Transactions Estate Planning Arbitration Legal Assistance Real Estate Development Bankruptcy Employment Law Contract Negotiation Courts Westlaw Alternative Dispute Resolution Public Policy Public Sector Legislation

Jon Applebaum Education Details

Frequently Asked Questions about Jon Applebaum

What company does Jon Applebaum work for?

Jon Applebaum works for Morgan Stanley

What is Jon Applebaum's role at the current company?

Jon Applebaum's current role is Vice President and Financial Advisor at Three Oaks Wealth Management.

What is Jon Applebaum's email address?

Jon Applebaum's email address is jy****@****ail.com

What is Jon Applebaum's direct phone number?

Jon Applebaum's direct phone number is +161277*****

What schools did Jon Applebaum attend?

Jon Applebaum attended Vanderbilt University, Ucl, Hopkins High School.

What are some of Jon Applebaum's interests?

Jon Applebaum has interest in Fantasy Football, Politics, Racquet Sports, Traveling, Golf, Philanthropy, Modern Art.

What skills is Jon Applebaum known for?

Jon Applebaum has skills like Mergers And Acquisitions, Management, Litigation, Legal Writing, Legal Research, Civil Litigation, Corporate Law, Commercial Litigation, Mediation, Real Estate, Due Diligence, Appeals.

Who are Jon Applebaum's colleagues?

Jon Applebaum's colleagues are Roxana Pavnotescu, Shujie Zhang, Debra S., Janet Steyl, Noah Kelly, Steve Evanchik, Cfp®, Michael O'brien.

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