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Jonathan Mclean is listed as First Vice President, Financial Advisor at Morgan Stanley at Morgan Stanley, a company with 78669 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Jonathan Mclean.
Jonathan Mclean previously worked as Vice President, Financial Advisor at Morgan Stanley and Financial Advisor at Prudential Securities. Jonathan Mclean holds Master'S Degree, Teaching English As A Second Or Foreign Language/Esl Language Instructor from Saint Michael'S College.
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As a CERTIFIED FINANCIAL PLANNER™, Vice President, and Financial Advisor for the Glendale Group at Morgan Stanley, Jonathan’s primary role on the Glendale Group is the big picture financial planning for all clients. Jonathan works diligently to establish and maintain investments in the context of comprehensive financial plans. The Glendale Group is committed to your success. Tailored advice employing Morgan Stanley’s suite of services is based on our deep understanding of and commitment to you and your family’s life goals.We focus on combining goals based wealth management strategies with customized portfolio management to give our clients a comprehensive financial plan. We offer more than just investment advice; our comprehensive financial plans use a full suite of financial planning services and solutions.We take pride in giving our clients the best possible client service. We are ready to serve families like yours for many years to come.Jonathan has been a financial advisor for nearly 20 years. He is a CERTIFIED FINANCIAL PLANNER™, and has earned the Chartered Retirement Plan Specialist, and Accredited Domestic Partner’s Advisor designations. Jonathan brings his experience and knowledge to the fore, where the Glendale Group works best: putting together comprehensive solutions as we work together to help achieve life goals. Jonathan’s skill in financial planning for individuals and families blends well with a focus on servicing local business retirement plans. Jonathan strives to educate and empower all clients, including plan participants, to confidently help accumulate wealth while working towards a goal of a more secure retirement.
Listed skills include Series 63, 401K Rollovers, Strategic Financial Planning, Strategic Financial, and 11 others.
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Pasadena, CA
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 LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. Statements and messages.
Pasadena, CA
Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →
Louisa Mak
Colleague at Morgan StanleyHong Kong, Hong Kong SAR, Hong Kong
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Aleena A.
Colleague at Morgan StanleyNew York, New York, United States, United States
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Kevin C. Dare
Colleague at Morgan StanleyBel Air, Maryland, United States, United States
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Jeffrey O'Sullivan
Colleague at Morgan StanleyBangor, Maine, United States, United States
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Stacy S.
Colleague at Morgan StanleyNew York, New York, United States, United States
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Krisztián Susán
Colleague at Morgan StanleyBudapest, Budapest, Hungary, Hungary
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Michael J. Grace
Colleague at Morgan StanleyAtlanta, Georgia, United States, United States
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Kathy Noll
Colleague at Morgan StanleyGreen Bay, Wisconsin, United States, United States
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Tyler Kay
Colleague at Morgan StanleyMount Kisco, New York, United States, United States
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Ashish Shah
Colleague at Morgan StanleyHarrison, New Jersey, United States, United States
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Jonathan Mclean works for Morgan Stanley.
Jonathan Mclean is listed as First Vice President, Financial Advisor at Morgan Stanley at Morgan Stanley.
AeroLeads has found 1 work email signal at @morganstanley.com for Jonathan Mclean at Morgan Stanley.
Jonathan Mclean is based in Los Angeles Metropolitan Area, United States, United States while working with Morgan Stanley.
Jonathan Mclean has worked for Morgan Stanley and Prudential Securities.
Jonathan Mclean's colleagues at Morgan Stanley include Louisa Mak, Aleena A., Kevin C. Dare, Jeffrey O'Sullivan, and Stacy S..
You can use AeroLeads to view verified contact signals for Jonathan Mclean at Morgan Stanley, including work email, phone, and LinkedIn data when available.
Jonathan Mclean holds Master'S Degree, Teaching English As A Second Or Foreign Language/Esl Language Instructor from Saint Michael'S College.
Jonathan Mclean is listed with skills including Series 63, 401K Rollovers, Strategic Financial Planning, Strategic Financial, Investments, Retirement, 401K, and Series 65.
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