Jonathan Simonton is a CFP-designated registered investment advisor at Morgan Stanley, based in Shreveport, LA, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Location
333 Texas Street, Regions Tower, Shreveport, LA, 71101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is a 50% partner in WALCAT, LLC, an entity formed to own real property such as land and oil & gas royalties. He dedicates minimal time to this activity and is not responsible for day-to-day operations.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 states
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