Jonathan S Cole-mckay
Investment adviser representative at Morgan Stanley
8 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- Morgan Stanley Private Bank, National AssociationAug 2017 to now
- Morgan StanleyJul 2017 to now
- Thrivent FinancialMar 2017 to Jun 2017
- Thrivent Investment Management IncMar 2017 to Jun 2017
- Morgan StanleyDec 2016 to Feb 2017
- Baylor UniversityAug 2009 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6734752
- Firm CRD
- 149777