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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 Welker is a financial advisor at Morgan Stanley. Jonathan has been in the financial industry since April 2022. Jonathan is licensed to provide investment advice in New York and holds the Series 7TO and SIE licenses. Jonathan is able to help clients with a wide range of investment needs, including asset allocation advice, financial planning, and portfolio management. Jonathan is also able to provide education seminars and pension consulting. Jonathan's firm, Morgan Stanley, is a leading global financial services firm that provides a wide range of financial products and services to individuals, institutions, and governments worldwide. Morgan Stanley is committed to providing its clients with the highest quality financial advice and services.
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
04/21/2022 - Present
Morgan Stanley (PURCHASE NY)
BC
Issued 04/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2019
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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