Jonathan
Oliver
Morgan Stanley
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About this Advisor
Jonathan Oliver is a financial advisor based in Tampa, Florida, working with Morgan Stanley. Jonathan has previously held positions at Usaa Financial Advisors Inc, Citigroup, Raymond James Financial, Usaa Financial Planning Services, Raymond James & Associates, Inc, Raymond James Financial Services, Inc, All Season Wealth, All Seasons Wealth, Lpl Financial LLC, and Morgan Stanley. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Jonathan is part of Morgan Stanley, which operates out of Tampa, Florida. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jonathan Oliver Work History
Morgan Stanley
Lpl Financial LLC
All Season Wealth
All Seasons Wealth
Raymond James Financial Services, Inc
Raymond James & Associates, Inc
Usaa Financial Advisors Inc
Citigroup
Usaa Financial Planning Services
Raymond James Financial
Disclosures
Please visit the SEC profile of Jonathan Oliver to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Kansas City, MO
New York, NY
San Diego, CA
Boston, MA
Wellesley Hills, MA
Kingsport, TN
Woodland Hills, CA
Oneonta, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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