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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Brian Perry is a financial advisor with Morgan Stanley, a leading financial services firm. Jonathan has been in the financial services industry since 2006 and has a strong track record of providing financial advice to a diverse range of clients. He is dedicated to helping individuals and families reach their financial goals. Jonathan has a Series 7, Series 63, Series 65, and Series 3 licenses. He is also registered in several states, including Florida, Texas, California, New York, and more. Prior to joining Morgan Stanley, Jonathan worked with UBS International Inc. and UBS Financial Services Inc. Jonathan is a highly experienced financial advisor with a deep understanding of the financial markets. He is committed to providing his clients with personalized financial advice and guidance. He is a valuable resource for clients looking to achieve their financial goals.
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
FL
12/05/2019 - Present
Morgan Stanley (Aventura FL)
FL
01/01/2010 - 01/07/2019
UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)
FL
07/03/2006 - 01/01/2010
UBS INTERNATIONAL INC. (CORAL GABLES FL)
IA
Issued 12/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2009
Series 3 - National Commodity Futures Examination
BC
Issued 07/01/2006
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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