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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 Michael Hill is a financial advisor with Morgan Stanley in Tyler, TX. Jonathan has been in the financial services industry since 2000. Previously, Jonathan worked at WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Jonathan has a strong track record of helping individuals and families reach their financial goals. Jonathan is committed to providing personalized advice and guidance to his clients. Jonathan specializes in asset allocation advice, financial planning, and portfolio management.
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
TX
12/11/2015 - Present
Morgan Stanley (Tyler TX)
TX
01/01/2008 - 12/15/2015
WELLS FARGO ADVISORS, LLC (TYLER TX)
TX
11/09/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TYLER TX)
BOTH
Issued 05/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2004
Series 3 - National Commodity Futures Examination
BC
Issued 11/08/2000
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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