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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 Todd Oliver is a registered representative and investment advisor representative with Morgan Stanley. Jonathan Oliver has been in the securities industry since July 2017 and is licensed to provide investment advice in Florida and Texas. Jonathan Oliver is currently affiliated with the Tampa branch of Morgan Stanley, which is located at 18302 HIGHWOODS PRESERVE PKWY, SUITE 100, TAMPA, FL 33647. Jonathan Oliver was previously employed by LPL Financial LLC, Raymond James Financial Services, Inc., Raymond James & Associates, Inc. and USAA Financial Advisors, Inc.
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
FL
06/21/2024 - Present
Morgan Stanley (TAMPA FL)
FL
09/30/2022 - 05/16/2024
LPL FINANCIAL LLC (TAMPA FL)
FL
03/13/2020 - 10/05/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (TAMPA FL)
FL
11/20/2018 - 11/01/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
07/10/2017 - 11/06/2018
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
IA
Issued 06/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2017
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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