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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 Marshall Fuhrer is a financial advisor with Morgan Stanley. He has been in the industry since 1999 and holds Series 3, 7, and 63 licenses. Jonathan is registered in 21 states. Jonathan has worked for UBS Financial Services Inc, Morgan Stanley DW Inc., and Morgan Stanley & Co. Incorporated before joining Morgan Stanley. Jonathan has a wide range of experience in financial services, including investment advisory, financial planning, and portfolio management. He is also a limited partner in a family partnership account and owns a commercial fishing permit.
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
11/03/2021 - Present
Morgan Stanley (Santa Barbara CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SANTA BARBARA CA)
CA
04/27/2004 - 04/02/2007
MORGAN STANLEY DW INC. (SANTA BARBARA CA)
NJ
05/17/1999 - 05/10/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 07/07/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 3 - National Commodity Futures Examination
BC
Issued 05/14/1999
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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