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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 Cabrera is an investment advisor representative registered with Morgan Stanley. Jonathan holds the Series 7TO and SIE licenses as well as the Series 66 which allows for registration in 52 states. Jonathan is a licensed investment advisor in both California and Texas. Jonathan has been in the financial services industry for over 13 years, and previously worked for Wells Fargo Clearing Services, LLC. Jonathan works with a wide range of clients including individuals, high net worth individuals, charitable organizations, corporations, and pension and profit sharing plans. Jonathan's primary responsibilities at Morgan Stanley include asset allocation advice, financial planning, pension consulting, portfolio management, and selection of other advisors.
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
CA
01/10/2024 - Present
Morgan Stanley (SAN RAFAEL CA)
CA
05/24/2021 - 01/13/2023
WELLS FARGO CLEARING SERVICES, LLC (WALNUT CREEK CA)
BOTH
Issued 11/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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