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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 financial advisor with over 20 years of experience in the financial services industry. Jonathan has been with Morgan Stanley since 2009 and is registered with both FINRA and the SEC. Jonathan is a Series 7, 31, 63 and 65 licensed financial advisor. He holds a board member position with NY Virtuosi and is also a board member of the NY chapter of the US Indian American Chamber of Commerce. Jonathan also serves on the Board of Directors for the American Sephardi Federation, a non-profit cultural organization. Jonathan specializes in providing financial planning, portfolio management, and investment advice for a wide range of clients, including individuals, families, corporations, and institutions. Jonathan's areas of expertise include asset allocation, retirement planning, college savings, and estate planning. Jonathan has a passion for helping his clients achieve their financial goals and has a strong commitment to providing them with personalized service.
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
Morgan Stanley (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 02/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/1999
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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