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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 Applebaum is a financial advisor with Morgan Stanley, a registered investment advisor based in Wayzata, Minnesota. Jonathan has been active in the industry since 2019 and is registered to provide investment advice in 51 states and the District of Columbia. Jonathan has a Series 66, Series 7TO, Series 31 and SIE licenses. Jonathan has previous experience with Sanford C. Bernstein & Co., LLC, Zamansky Professional Association, Minnesota House of Representatives, Morrison Sund P.L.L.C. and JYA Ventures, LLC. Jonathan specializes in asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors. Jonathan has been with Morgan Stanley since July 2022.
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
MN
07/11/2022 - Present
Morgan Stanley (Wayzata MN)
MN
02/28/2019 - 07/20/2022
SANFORD C. BERNSTEIN & CO., LLC (MINNEAPOLIS MN)
BOTH
Issued 01/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2018
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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