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 Wesley Lew is a registered investment advisor representative with Morgan Stanley. Jonathan has been in the industry since August 2019. Jonathan holds Series 66, Series 7TO, and SIE licenses and is registered in several states, including California and Texas. Jonathan is also a licensed real estate broker, demonstrating their commitment to helping clients achieve their financial goals. Jonathan is dedicated to providing personalized investment advice and financial planning services.

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ADVISOR BIO

Jonathan Edward Taylor is an investment advisor representative with City National Rochdale. Jonathan has been in the industry since June 2008 and is registered with FINRA as well as the state of California. Jonathan has Series 7 and Series 66 licenses, and has been affiliated with City National Rochdale since October 2019. Previously, Jonathan was affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Jonathan Elian Shane is an active financial advisor with over 10 years of experience in the industry. Currently registered with Morgan Stanley, Jonathan is licensed in 41 states and holds several industry certifications. Jonathan has a proven track record of providing financial advice to a wide range of clients, including individuals, businesses, and institutions. His services include financial planning, asset allocation advice, and portfolio management. Jonathan's expertise and commitment to providing personalized financial guidance make him a valuable resource for clients seeking to achieve their financial goals.

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ADVISOR BIO

Jonathan Batista is a registered representative with Alliancebernstein LP, with offices in Los Angeles. Jonathan has been in the securities industry since June 2017 and has over 20 years of industry experience. He is currently registered with the states of Arizona, California, Colorado, Connecticut, Delaware, Georgia, Hawaii, Illinois, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington and Wyoming. Jonathan is also registered with the Financial Industry Regulatory Authority (FINRA) and has passed the Series 7, Series 31, Series 66, and SIE examinations. Jonathan specializes in investment management for individuals, businesses, investment companies, and pooled investment vehicles. He also provides financial planning services.

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ADVISOR BIO

Jonathan Alvares segura is an investment advisor representative with Morgan Stanley. Jonathan is registered with the Securities and Exchange Commission and is licensed to provide financial services in multiple states. Jonathan has a combined 10 years of experience in the financial services industry. Jonathan holds the Series 7TO, SIE, and Series 66 licenses. Jonathan specializes in providing financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. Jonathan is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Jonathan Michael Harris is a financial advisor registered with Morgan Stanley. Jonathan has been in the financial services industry since September 1996. Jonathan is registered in 42 states and has the Series 7, Series 3, Series 63, Series 65, SIE and Series 79TO licenses. Jonathan has a total of 4 approved state registrations and 4 approved SRO registrations. Jonathan provides financial planning, pension consulting, asset allocation advice, selection of other advisors, portfolio management for individuals, portfolio management for businesses, and portfolio management for investment companies.

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ADVISOR BIO

Jonathan Young is an investment advisor representative associated with Morgan Stanley, licensed in California and Texas. Jonathan has been in the industry since June 2015. Jonathan has passed the Series 7, Series 66 and SIE exams. Jonathan has been registered with Morgan Stanley since September 2017. Prior to that, Jonathan was associated with Ameriprise Financial Services, Inc. Jonathan has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and insurance companies.

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ADVISOR BIO

Jonathan Quoc-anh Tran is a financial professional with over 15 years of experience in the industry. He is currently registered as an investment advisor representative with Garrison Point Capital, LLC, a firm based in San Francisco, CA. Jonathan holds the Series 63, 65 and 7 licenses as well as the SIE designation. Jonathan has held previous roles at SF Sentry Securities, Inc., Barclays Capital Inc. and Citigroup Global Markets Inc.. Jonathan specializes in portfolio management and investment advisory services for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Jonathan Lubell is a registered representative with Kingsview Wealth Management, LLC. Jonathan is a registered investment advisor in California and Texas. Prior to joining Kingsview Wealth Management, LLC, Jonathan worked at Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc. Jonathan specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies, and selection of other advisors.

SPECIALIZATIONS