Jonathan Cole
Vice President | Institutional Consultant, Financial Advisor at Morgan Stanley
- Role
- Vice President Institutional Consultant, Financial Advisor at Morgan Stanley
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Jonathan Cole
Jonathan Cole is an Institutional Consultant, Financial Advisor, Vice President and experienced investment professional who brings a disciplined approach to managing portfolios and investments for ultra-high net worth individuals, families, business owners, executives, foundations & endowments. Jonathan is a young and savvy Financial Advisor with innovative ideas with a touch of modern reality. He understands the trends of today from technology to cryptocurrency to alternative investments. Leveraging his extensive education and Morgan Stanley’s vast resources, Jonathan identifies opportunities that align with his client\'s values. Jonathan’s goal is to empower clients to be confident in their financial decisions through education and knowledge. Previously, Jonathan was an entrepreneur with a proven track record of business success. His first business was acquired in early 2016. Following his venture, Jonathan became a Financial Advisor to pursue his interest in managing investments and supporting like-minded individuals grow their portfolios. Jonathan received his MBA with a concentration in Finance and a MS in Information Systems from Baylor University. He holds Series 7 and Series 66 financial securities licenses and is currently a Chartered Financial Analyst (CFA) Level 3 Candidate, the final level to obtain the designation. Jonathan is an active member of the Baylor Alumni Network, Texas Business Hall of Fame Foundation, Houston Black Leadership Institute, and CFA Society of Houston. He resides in Houston, Texas with his wife, Veronica and son, Aden, and is extremely passionate about sponsoring micro-entrepreneurship and promoting financial literacy around the world. Visit my website: https://advisor.morganstanley.com/jonathan.cole NMLS #16•••49 AR Insurance Lic.#18••••83
Experience
Vice President Institutional Consultant, Financial Advisor
Jul 2017 — Present · Houston, TX, US
2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives. Buying, selling, and transacting in Bitcoin or other digital assets, and related funds and products, is highly speculative and may result in a loss of the entire investment. NMLS#: 16•••49
Education
Baylor University - Hankamer School of Business
Master of Business Administration (M.B.A.), Finance, General
Baylor University - Hankamer School of Business
Master of Science, Management Information Systems
Baylor University - Hankamer School of Business
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
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