Jonathan Grant

Background

About Jonathan Grant

As a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether they are planning for retirement, saving for a child’s or grandchild’s education, or looking to preserve wealth, I can help. With our team’s combined experience of more than 150 years in the industry, we can bring focus to our client’s individual planning needs. Before entering the financial services industry, I graduated from Rockhurst University with a degree in psychology and worked as a Senior Service Representative with Waddell & Reed Inc. in Shawnee Mission, Kansas. Just after becoming a Financial Advisor in 2016, I obtained the Certified Financial Planner designation (CFP®). In 2022, I graduated from the University of Utah with my MBA. Now a Financial Advisor with the Colorado Springs office of Morgan Stanley, I take pride in working for a firm that puts clients first. My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. Away from the office, I enjoy exercising and taking full advantage of all the wonderful outdoor activities that Colorado has to offer. Some of my favorite outdoor activities include mountain biking, snowboarding, and hiking. I live in beautiful Colorado Springs with my dogs, Aspen and Xion. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation. Please contact me by e-mail at jonathan.d.grant@morganstanley.com or by phone at 719-577-6327. NMLS#: 2544603 CA Insurance Producer License Number: 0I90399