Jonathan Cole

Background

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 #1665149 AR Insurance Lic.#18390483