Jonathan Barnes Email & Phone Number

Jonathan Barnes is a Senior Vice President, Chartered Retirement Plans Specialist®, Corporate Retirement Director, and Financial Advisor. With over 40 years working in the financial industry, he has decades of experience working closely to develop client relationships, create long term planning strategies, asset allocation and portfolio management, and helps to coordinate estate planning strategies and philanthropic planning. Jonathan has also worked with many retirement plan sponsors; his roles include consulting with plan sponsors, conducting investment committee reviews, fund selection, plan bench-marking and plan design.Originally from Peterborough, NH, Jonathan received a BS, Accounting Degree from Providence College in 1981. He spent two years working for Chase Manhattan bank before moving to Morgan Stanley in 1983. During his time as a Financial Advisor for Morgan Stanley Jonathan has worked with clients of many different backgrounds and takes time to understand client needs to help them seek to accomplish their goals.Outside of the office Jonathan spends time enjoying the outdoors, music and travel. Jonathan has been married to his wife Jeanne for 38 years, and together they have 3 grown sons. Jonathan enjoys swimming, biking, golf and in his spare time he has coached youth baseball and basketball. An active member of the community, he has coached at the middle school level, for the Christian Youth Organization and the Amateur Athletic Union. He has also volunteered his time to work with the Boys and Girls club and the Make-a-Wish foundation.

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  Senior Vice President, Financial Advisor

  Morgan Stanley

  Oct 1983 - Present - Colchester, Vermont

  As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that seeks to be appropriate for how you invest and what you want to achieve. Working together I can help you seek to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/jonathan.barnes. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.Asset Allocation does not assure a profit or protect against loss in declining financial markets.NMLS#: 138164

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  Providence College

  Accounting