Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Berry is a financial professional with over 28 years of experience in the industry. Jonathan has been registered with Morgan Stanley since 2009 and previously worked at Morgan Stanley & Co. Incorporated and J.P. Morgan Securities Inc. Jonathan holds a Series 3, Series 7, and Series 63 license, as well as a Series 65 license. Jonathan is licensed to provide investment advice in 37 states and is registered with FINRA. Jonathan provides a range of financial services including portfolio management, financial planning, and asset allocation advice. Jonathan's primary office is located in Chicago, IL.
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
IL
06/01/2009 - Present
Morgan Stanley (Chicago IL)
IL
08/27/1998 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
NY
09/13/1994 - 05/05/1998
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 11/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1998
Series 3 - National Commodity Futures Examination
BC
Issued 09/12/1994
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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