MORGAN STANLEY WEALTH MANAGEMENT
Vice President, Financial Advisor
HOUSTON
Jonathan Cole is an Institutional Consultant and Financial Advisor that is an experienced investment professional who brings a disciplined and unique approach to managing portfolios and investments for individuals, families, business owners, executives, and institutions. He has been with Morgan Stanley since 2016.
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. He not only wants his clients to understand their investments but he would like them to share their financial literacy knowledge with others.
Jonathan is committed to helping his clients preserve and grow their wealth by providing comprehensive wealth management strategies. He is focused on creating and delivering solutions tailored to all aspects of their finances including cash management, lending, investing, and wealth transfer. By creating financial strategies and providing thoughtful advice, Jonathan has developed a successful practice built on trusting relationships. His favorite part of the business is gaining an understanding of his client’s goals.
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 a MBA with a concentration in Finance and a MS in Information Systems from Baylor University. He holds Series 7 and Series 66 financial securities. He has also attained the Chartered Financial Analyst (CFA®) designation. The CFA® charter is a globally recognized credential for investmentanalysis competence and integrity and portfolio management.
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 and is an avid international traveler and outdoorsmen. He has an interest in the local food scene and is extremely passionate about sponsoring micro-entrepreneurship and promoting financial literacy around the world.