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Jonathan Peter olley Webster

Morgan Stanley & Co. LLC

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About Jonathan Peter olley Webster

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.

Firm Information

Jonathan Webster is currently registered with Morgan Stanley & Co. LLC. Morgan Stanley & Co. LLC is a Limited Liability Company formed on December 3, 1969. It is registered in 53 states and has one approved SEC registration. The firm has been involved in 471 Regulatory Events, 5 Civil Events, and 54 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

462

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jonathan Webster’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Peter olley Webster.
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