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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 Parker is a financial advisor with over 18 years of experience in the financial services industry. Currently, Jonathan is registered with Morgan Stanley and has been associated with the firm since June 2009. Prior to joining Morgan Stanley, Jonathan was employed by Morgan Stanley & Co. Incorporated and Wachovia Capital Markets, LLC. Jonathan provides financial advice to a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Jonathan holds Series 7, 9, 31, 63, 66, and SIE licenses and is a graduate of Southern Methodist University, Cox School of Business.
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
TX
06/01/2009 - Present
Morgan Stanley (Houston TX)
TX
08/20/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)
TX
09/01/2005 - 08/15/2007
WACHOVIA CAPITAL MARKETS, LLC (HOUSTON TX)
BOTH
Issued 09/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/31/2005
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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