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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 Moskowitz is a financial advisor with over 13 years of experience in the financial services industry. Jonathan has been with Morgan Stanley since November 2021. Prior to that, Jonathan worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, ODEON CAPITAL GROUP LLC, LOEWEN, ONDAATJE, MCCUTCHEON USA LIMITED, MF GLOBAL INC., MERRIMAN CURHAN FORD & CO., and COLLINS STEWART LLC. Jonathan is a registered representative in New York and Texas and has a Series 7, 63, 55, 65, SIE, 57TO, and 99TO licenses. Jonathan holds a Master of Business Administration (MBA) from Columbia Business School and a Bachelor of Arts (BA) in Economics from Duke University. Jonathan provides portfolio management for individuals, families, businesses, trusts, and foundations. Jonathan also provides financial planning services, including retirement planning, college savings, and estate planning.
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
NY
11/12/2021 - Present
Morgan Stanley (Purchase NY)
NY
04/29/2014 - 11/15/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/15/2013 - 04/21/2014
ODEON CAPITAL GROUP LLC (NEW YORK NY)
NY
06/04/2012 - 02/13/2013
LOEWEN, ONDAATJE, MCCUTCHEON USA LIMITED (NEW YORK NY)
NY
10/04/2011 - 12/05/2011
MF GLOBAL INC. (NEW YORK NY)
NY
06/16/2010 - 09/16/2010
MERRIMAN CURHAN FORD & CO. (NEW YORK NY)
NY
08/09/2006 - 10/06/2008
COLLINS STEWART LLC. (NEW YORK NY)
IA
Issued 05/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/08/2006
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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