Verified recordFinancial Services

Jon Kempner

First Vice President at Morgan Stanley

Based in New York, United States

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Seniority

Vp

Department

Finance & Accounting

Location

New York

Industry

Financial Services

Company size

100K

Contact information

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Email

1 credit

j•••••••@morganstanley.com

Phone

5 credits

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Background

About Jon Kempner

Jon Kempner has been a part of the financial services industry since 1989 and joined Morgan Stanley in 2021. He works within a customized, goals-based system that begins with the belief that each client is unique, and that wealth management strategies need to reflect each client's individual objectives, no matter how large or small. Jon assists clients, their families and businesses in understanding a range of priorities and strategies-including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income. He is a problem solver who works to simplify clients' financial lives and is committed to providing them with the highest level of personal service, attention to detail and follow-up. Jon is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc, a CERTIFIED PRIVATE WEALTH ADVISOR™ (CPWA®) certificant, and a Certified Exit Planner Advisor (CEPA). He is a graduate of Rutgers College, with a B.S. degree in Communications. He earned an M.B.A. degree from the Wharton School of the University of Pennsylvania.

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