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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 Russell Hand is a financial advisor at Morgan Stanley. Jonathan has been in the financial services industry since 1993. Jonathan has a wide range of experience in the industry and holds a number of licenses and certifications, including the Series 7, 63, 65, 8, 9 and 10 exams. Jonathan is registered with FINRA and the state of Alabama. Jonathan has been with Morgan Stanley since 2009. Prior to joining Morgan Stanley, Jonathan worked at Citigroup Global Markets. Jonathan is also a member of the Finance Committee at Brookwood Baptist Church. Jonathan specializes in providing financial advice to individuals, families, businesses and institutions. Jonathan can help you with a wide range of financial needs, including investment planning, retirement planning, college savings, estate planning and insurance planning.
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
AL
04/15/2020 - Present
Morgan Stanley (Birmingham AL)
AL
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BIRMINGHAM AL)
GA
04/06/1993 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 04/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/22/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1993
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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