Jonathan O'Brien
First Vice President, Wealth Management, Financial Advisor
Phone:
(818) 382-5715(818) 382-5715
The Burt O'Brien Group at Morgan Stanley
Direct:
(818) 382-5711(818) 382-5711
Our Mission Statement
Simplifying complex financial decisions so you can focus on what matters most to you.
Our Story and Services
"If you don't know where you are going, you'll end up someplace else." – Yogi Berra
As your Financial Advisors, we believe the best advice begins with a conversation, one that helps us understand what matters most to you, clarify your priorities, and define your goals. From there, we work with you to build a personalized plan designed to help safeguard your long-term success.
By partnering closely over time, we help you preserve and grow your wealth, with the intent of supporting outcomes such as a work-optional lifestyle, lasting legacy planning for future generations, and protection for you and your loved ones against unforeseen risks. Where appropriate, we also incorporate tax-aware strategies to help improve after-tax outcomes through thoughtful portfolio construction, asset location, and coordinated planning across your investment and banking decisions.
You will have access to a network of seasoned financial professionals and a broad set of capabilities delivered through our open-architecture investment platform, private banking resources, and insurance solutions. This structure is designed to help you move forward with clarity and confidence.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
SUPPORTING THE PURSUIT OF FINANCIAL GOALS
STRATEGIC INITIATIVES AND CORE COMPETENCIES
Dedicated Guidance for Sports & Entertainment Professionals
Check Out This Months Highlight (Charitable Giving and Philanthropy)
Explore our Monthly Highlight, where we feature a new topic each month to help you stay informed and supported. For October we're focusing on charitable giving and philanthropy. Take a moment to review the resources below and bookmark the items most relevant to you.
IRA Charitable Distributions
Could an IRA charitable distribution support your giving goals while helping manage taxable income? For eligible IRA owners age 70½ or older, a Qualified Charitable Distribution (QCD) may provide a tax-advantaged way to donate directly to an eligible charity and may count toward satisfying a Required Minimum Distribution. Learn who may benefit, how the strategy works and which requirements apply.
Donor Advised Funds: A Smart Way to Manage Your Giving
There's more to charitable giving than you may realize. Here's one method that may be tax-efficient and can help enhance your impact.
Choosing the Right Giving Strategy
Compare the costs, control, flexibility, tax considerations and administrative requirements of donor advised funds and private foundations to determine which approach or combination of approaches best aligns with your charitable goals and desired legacy.
Location
15260 Ventura Blvd
Ste 1900
Sherman Oaks, CA 91403
US
Direct:
(818) 382-5711(818) 382-5711
Meet The Burt O'Brien Group
Michael Burt, CFP®
Vice President, Financial Advisor
Phone:
(818) 382-5818(818) 382-5818
Trevor Lowe
Registered Client Service Associate
Phone:
(818) 382-5711(818) 382-5711
About Jonathan O'Brien
Jonathan O’Brien is a First Vice President and Financial Advisor. He has served individuals and families in the financial services industry since 1996, focusing on investment management and financial planning since 2001. After joining Morgan Stanley’s Sherman Oaks office in 2012, he began guiding clients through a planning first process, starting with an in-depth financial plan and then building a portfolio designed to support those goals.
The relationships Mr. O’Brien forms with clients extend beyond the professional engagement. He believes true wealth is measured by the ability to maintain one’s desired lifestyle, protect loved ones, and leave a meaningful legacy. Accordingly, he helps clients address retirement income needs, consider appropriate life and long term care insurance solutions, and explore strategies for multigenerational wealth transfer.
An alumnus of Notre Dame High School, Mr. O’Brien earned his bachelor’s degree from Loyola Marymount University. Community involvement is important to him; he serves on the Board of Directors for the Foundation for Saint Cyril School and has supported the Wounded Warrior Project, Medal of Honor Foundation, Susan G. Komen for the Cure, and the Men’s Guild for Children’s Hospital Los Angeles.
Family is central to Jonathan's life. He and his wife, Jennifer, recently celebrated their 25th anniversary and are proud of their four children, Ava, Dillon, Weston, and Flynn. Outside the office, he enjoys traveling, coaching basketball, skiing, and tackling home improvement projects.
The relationships Mr. O’Brien forms with clients extend beyond the professional engagement. He believes true wealth is measured by the ability to maintain one’s desired lifestyle, protect loved ones, and leave a meaningful legacy. Accordingly, he helps clients address retirement income needs, consider appropriate life and long term care insurance solutions, and explore strategies for multigenerational wealth transfer.
An alumnus of Notre Dame High School, Mr. O’Brien earned his bachelor’s degree from Loyola Marymount University. Community involvement is important to him; he serves on the Board of Directors for the Foundation for Saint Cyril School and has supported the Wounded Warrior Project, Medal of Honor Foundation, Susan G. Komen for the Cure, and the Men’s Guild for Children’s Hospital Los Angeles.
Family is central to Jonathan's life. He and his wife, Jennifer, recently celebrated their 25th anniversary and are proud of their four children, Ava, Dillon, Weston, and Flynn. Outside the office, he enjoys traveling, coaching basketball, skiing, and tackling home improvement projects.
Securities Agent: MO, OR, FL, CO, NC, GA, TX, NJ, UT, IL, AZ, VA, HI, CA, TN, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1272761
CA Insurance License #: 0B94101
NMLS#: 1272761
CA Insurance License #: 0B94101
About Michael Burt
Michael Burt, CFP®, is a Financial Advisor and Global Sports and Entertainment Director at Morgan Stanley and has served as a financial adviser to wealthy families and sophisticated investors for over ten years.
Mr. Burt began his career at Bank of America and continued at Merrill Lynch working with a prestigious wealth management team in New York City. After eight years with the firm, Mr. Burt joined City National Securities in Los Angeles to deepen his focus on the sports, entertainment, and business management communities. At City National Securities, Mr. Burt served as Sr. Investment Officer overseeing more than $3 billion in assets and transacting in fixed income securities including municipal bonds, U.S. government treasuries, and more.
Mr. Burt obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2017. He earned his Bachelor of Arts from Marymount Manhattan College in New York City after transferring from California State University, Chico.
Mr. Burt resides in Los Angeles with his wife, son, and pets. Outside the office, he enjoys live music, art, hiking, and golf.
Mr. Burt began his career at Bank of America and continued at Merrill Lynch working with a prestigious wealth management team in New York City. After eight years with the firm, Mr. Burt joined City National Securities in Los Angeles to deepen his focus on the sports, entertainment, and business management communities. At City National Securities, Mr. Burt served as Sr. Investment Officer overseeing more than $3 billion in assets and transacting in fixed income securities including municipal bonds, U.S. government treasuries, and more.
Mr. Burt obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2017. He earned his Bachelor of Arts from Marymount Manhattan College in New York City after transferring from California State University, Chico.
Mr. Burt resides in Los Angeles with his wife, son, and pets. Outside the office, he enjoys live music, art, hiking, and golf.
Securities Agent: MO, FL, NC, GA, CO, OR, IL, CA, TN, NJ, AZ, UT, HI, TX, VA, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1457421
NMLS#: 1457421
About Trevor Lowe
As a Client Service Associate at Morgan Stanley, Trevor focuses on building constructive relationships with the individuals and families he supports. After four years in retail banking, he brings a strong operational background that helps him address day-to-day account needs and connect clients with the firm’s extensive resources.
Working closely with the team’s Financial Advisors, Mr. Lowe helps translate strategic recommendations into clear next steps, coordinating money movements, processing transactions, and monitoring requests with care and attention to detail. He aims to simplify administrative processes so clients can concentrate on their financial objectives.
Mr. Lowe’s banking experience reinforced his commitment to accuracy, efficiency, and a client first mindset principles he carries into every interaction. Whether guiding a new relationship through onboarding or responding to a long standing client’s question, he strives to provide timely, thoughtful service delivered with professionalism and integrity.
Mr. Lowe looks forward to assisting clients and serving as a reliable point of contact for service-related questions.
Working closely with the team’s Financial Advisors, Mr. Lowe helps translate strategic recommendations into clear next steps, coordinating money movements, processing transactions, and monitoring requests with care and attention to detail. He aims to simplify administrative processes so clients can concentrate on their financial objectives.
Mr. Lowe’s banking experience reinforced his commitment to accuracy, efficiency, and a client first mindset principles he carries into every interaction. Whether guiding a new relationship through onboarding or responding to a long standing client’s question, he strives to provide timely, thoughtful service delivered with professionalism and integrity.
Mr. Lowe looks forward to assisting clients and serving as a reliable point of contact for service-related questions.
Contact Jonathan O'Brien
Contact Michael Burt
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Londyn Crowder-Maree
Private Banker
About Londyn Crowder-Maree
Londyn Crowder-Maree is a Private Banker serving Morgan Stanley Wealth Management offices in California.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Londyn began her career in financial services in 2008, and joined Morgan Stanley in 2014 as an Associate Private Banker. Prior to joining the firm, she was a Regional Bank Private Banker at Wells Fargo Bank, N.A. She also served as a Wealth Management Banker and an Internal Sales Specialist at Merrill Lynch.
Londyn is a graduate of Rutgers University, where she received Bachelor of Arts in Economics and a Masters of Business Administration from Florida Atlantic University in Boca Raton, FL. She lives in Valencia, CA with her daughter Jonah. Outside of the office, Londyn enjoys fashion, music as well as dedicating time to her church and philanthropic outreach programs.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Londyn began her career in financial services in 2008, and joined Morgan Stanley in 2014 as an Associate Private Banker. Prior to joining the firm, she was a Regional Bank Private Banker at Wells Fargo Bank, N.A. She also served as a Wealth Management Banker and an Internal Sales Specialist at Merrill Lynch.
Londyn is a graduate of Rutgers University, where she received Bachelor of Arts in Economics and a Masters of Business Administration from Florida Atlantic University in Boca Raton, FL. She lives in Valencia, CA with her daughter Jonah. Outside of the office, Londyn enjoys fashion, music as well as dedicating time to her church and philanthropic outreach programs.
NMLS#: 800266
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
Article Image
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
Article Image
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
Article Image
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Ready to start a conversation? Contact The Burt O'Brien Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
