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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Michael Hanson is an Investment Advisor Representative at Morgan Stanley. Jon has been in the financial industry for over 5 years, with a focus on helping clients achieve their financial goals. Jon is registered to provide securities and investment advisory services in 53 states and the District of Columbia. Jon’s clients benefit from his expertise in a wide range of investment products, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and options. In addition to portfolio management, Jon also provides financial planning services, including retirement planning, college savings, and estate planning. Jon has a strong track record of success in helping clients achieve their financial goals, and he is committed to providing his clients with personalized service and attention.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
02/24/2020 - Present
Morgan Stanley (Santa Cruz CA)
BOTH
Issued 10/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/11/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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