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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 Fladell is a financial advisor with over 18 years of experience in the financial services industry. Jonathan has been with Morgan Stanley since September 2020 and is registered to provide investment advice in multiple states. Before joining Morgan Stanley, Jonathan worked at RBC Capital Markets, LLC for 10 years and J. B. Hanauer & Co. for 4 years. Jonathan holds the Series 7, Series 63, Series 65 and Series 66 licenses and has a strong track record of providing personalized financial advice to individuals and families.
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
09/11/2020 - Present
Morgan Stanley (Jericho NY)
NY
10/09/2009 - 09/14/2020
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NJ
10/07/2005 - 10/09/2009
J. B. HANAUER & CO. (PARSIPPANY NJ)
BOTH
Issued 10/04/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2005
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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