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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 Currie Weed is an investment advisor representative at Morgan Stanley, based in Indianapolis, IN. Jonathan has been in the financial services industry for over 25 years and has a broad range of experience in providing investment advice to individuals, families, and businesses. Jonathan is registered with FINRA and the state of Indiana and holds the Series 7, 31, and 63 licenses as well as the Series 65 and SIE exams. Jonathan previously worked at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., NatCity Insurance Services, Inc., NatCity Investments, Inc., Liberty Securities Corporation, and Independent Financial Securities, Inc.
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
IN
06/01/2009 - Present
Morgan Stanley (Indianapolis IN)
IN
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (INDIANAPOLIS IN)
IN
11/24/2000 - 04/02/2007
MORGAN STANLEY DW INC. (INDIANAPOLIS IN)
OH
01/04/1999 - 12/06/2000
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
12/15/1997 - 12/06/2000
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
04/08/1998 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
IA
Issued 06/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/09/1997
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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