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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 Ephraim Sharbani is a registered representative with Morgan Stanley. Jonathan has been in the financial services industry since April 2, 1999. Jonathan holds FINRA Series 7, 31, and 63 licenses as well as the SIE and Series 65. Jonathan is also a member of the US Indian American Chamber of Commerce board and a board member of 1-NY Virtuosi. Jonathan is also a member of the American Sephardi Federation Board of Directors. Jonathan has been employed with Morgan Stanley Private Bank, National Association since January 2015 and Morgan Stanley since June 2009. Jonathan currently works out of the Morgan Stanley branch located in Aventura, Florida. Jonathan is registered with the following state(s): California, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, and Virginia.
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
06/22/2021 - Present
Wealthpenn.comllc (New York NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
09/25/2000 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NY
02/18/1999 - 08/11/2000
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
IA
Issued 2/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/6/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 2/17/1999
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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