About Jon Schmauss
With more than four decades at Morgan Stanley, Jon implements strategies concentrating on investment management. Jon is firmly committed to long-term relationships striving to deliver exceptional client service. He listens carefully to his client’s goals and, based on this input, works attentively to help them in achieving their financial objectives.
As one of the lead portfolio managers for The Rancho Santa Fe Group, Jon works closely with Jason and Erin co-managing client portfolios across the spectrum of client needs and objectives - from regular consistent income to long-term growth.
Jon is a graduate of Colgate University and toured in the US Navy where he worked as a diving officer and aide to NASA’s space program. He joined Shearson Hammill, one of the many predecessors of the modern Morgan Stanley, in 1967 where he has remained in the firm’s Rancho Santa Fe office ever since. Jon resides in Del Mar, California with his wife, Judi. They have six grown children and three grandchildren. Jon is an avid golfer, loves to travel and spends time in support of the local Boys and Girls Clubs.
Securities Agent: AL, AK, IA, LA, ME, MT, MS, ND, NE, NH, RI, PR, OK, VI, SD, VT, WI, WV, KS, MD, MA, VA, AR, GA, MN, NY, NV, PA, SC, TN, WA, AZ, OH, CA, FL, HI, CO, IL, IN, KY, WY, UT, TX, OR, NM, NJ, NC, MO, MI, ID, DE, DC, CT; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1265036
