ADVISOR BIO

Jonathan Schmidt is a registered representative with Morgan Stanley. Jonathan has been in the securities industry since 2018 and holds Series 66, Series 7 and SIE licenses. Jonathan is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Jonathan has a background in finance and has worked in the financial services industry for several years. Jonathan is a dedicated financial advisor who is committed to helping his clients reach their financial goals.

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ADVISOR BIO

Jonathan Andrew Thomas is a financial advisor at Morgan Stanley. Jonathan has been in the financial industry for over 10 years. Jonathan is registered with the state of California. Jonathan is a licensed securities representative and holds the Series 7, Series 66, and SIE licenses. Jonathan provides financial planning services to individuals, families, and businesses. Jonathan specializes in asset allocation advice, portfolio management, and pension consulting. Jonathan is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Jonathan Cabrera is an investment advisor representative registered with Morgan Stanley. Jonathan holds the Series 7TO and SIE licenses as well as the Series 66 which allows for registration in 52 states. Jonathan is a licensed investment advisor in both California and Texas. Jonathan has been in the financial services industry for over 13 years, and previously worked for Wells Fargo Clearing Services, LLC. Jonathan works with a wide range of clients including individuals, high net worth individuals, charitable organizations, corporations, and pension and profit sharing plans. Jonathan's primary responsibilities at Morgan Stanley include asset allocation advice, financial planning, pension consulting, portfolio management, and selection of other advisors.

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ADVISOR BIO

Jonathan Manchester is an investment advisor representative with Bailard, Inc., a firm that manages over $6 billion in assets. Jonathan has been with Bailard since August 2016. He earned the Certified Financial Planner and Chartered Financial Analyst designations and has over 20 years of experience in the industry. Jonathan is a Series 65 licensed advisor, registered in California, Minnesota and Texas. Bailard, Inc. offers a variety of investment advisory services, including financial planning, educational seminars, publication of periodicals, and portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

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ADVISOR BIO

Jonathan David Usich is a financial advisor who has been in the industry since 1997. He currently works at Morgan Stanley. Jonathan has a wide range of experience in the financial services industry, having worked for both UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated in the past. He holds licenses in a number of states and is also a registered investment advisor. Jonathan's focus is on providing investment advice and financial planning to a diverse clientele, including high-net-worth individuals, corporations, and institutions. He is committed to providing his clients with the personalized service and attention they deserve.

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ADVISOR BIO

Jonathan Meeks is an investment advisor representative with Check Capital Management Inc. based in Costa Mesa, CA. Jonathan has over 30 years of experience in the financial services industry. Jonathan is registered with the state of California as an investment advisor representative. Jonathan has passed several industry exams including Series 7, Series 9, Series 10 and Series 63.

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ADVISOR BIO

Jonathan Richard Oconnell is a financial advisor with Morgan Stanley. Jonathan is a registered representative in California and a registered investment advisor representative in Texas. He has been in the industry since 2001 and has experience working with various clients, including individuals, high-net-worth individuals, corporations, and institutions. Jonathan has a strong understanding of the financial markets and a commitment to providing his clients with personalized financial advice and solutions.

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ADVISOR BIO

Jonathan Apsley is an active investment advisor representative with Principal Asset Management in Yuba City, California. Jonathan has been in the industry since January 1997, and has held a variety of roles at different firms, including Principal Securities, Inc. and Franklin/Templeton Distributors, Inc. Jonathan has a wide range of experience in investment advising, specializing in several areas, including investment management for businesses, investment companies, and individuals. He is also qualified to advise on pooled investment vehicles. Jonathan is a Chartered Financial Analyst and holds a Series 63, Series 7, and SIE license. He has been registered with FINRA since 2018.

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ADVISOR BIO

Jonathan Keetz is an Investment Advisor Representative at Cambria Investment Management, LP. Jonathan is registered in 14 states and has over 8 years of experience in the financial industry. Jonathan's expertise lies in portfolio management for individuals and investment companies. Jonathan has passed the Series 65 and Series 3 exams.

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ADVISOR BIO

Jonathan Craig Davis is a financial advisor registered with Morgan Stanley, who is actively licensed in California and Texas. Jonathan joined Morgan Stanley in March of 2023 and has been a licensed representative for over a year. Jonathan is a graduate of California High School and has a history of working in retail settings, demonstrating a strong customer service background. Jonathan has a wide range of experience and expertise, providing services for a variety of clients, including individuals, corporations, and investment companies. Jonathan is committed to providing his clients with the best possible financial advice.

SPECIALIZATIONS