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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 Kiester is a financial advisor with over 12 years of experience in the industry. Jonathan is registered with Morgan Stanley and has offices in Long Beach, California. Jonathan is a licensed broker in 39 states and a registered investment advisor in 2 states. Prior to joining Morgan Stanley, Jonathan worked for Citigroup Global Markets Inc. Jonathan holds the Series 66, Series 7, and SIE exams. Jonathan specializes in providing a variety of services, including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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
03/11/2020 - Present
Morgan Stanley (Long Beach CA)
CA
09/22/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LONG BEACH CA)
MI
03/04/2008 - 07/01/2008
CITIGROUP GLOBAL MARKETS INC. (SOUTHFIELD MI)
BOTH
Issued 03/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2008
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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