Unclaimed
Jonathan Webster is a financial professional with over 2 years of experience in the industry. Jonathan is currently registered with Morgan Stanley & Co. LLC and is licensed to provide investment advice in California. Previously, Jonathan was associated with BARCLAYS CAPITAL INC. in New York. Jonathan has a Series 63, Series 79TO, and SIE license and is committed to providing clients with personalized financial guidance.
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.
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.
1
2
CA
11/07/2023 - Present
Morgan Stanley & Co. LLC (Menlo Park CA)
NY
09/04/2022 - 10/19/2023
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 08/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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