Jonathan Posner Email & Phone Number

Our group focuses on helping manage corporate programs which seek to promote long-term employee loyalty. We work closely with corporate executives and other high net worth individuals to help integrate these benefits into a comprehensive wealth management strategy. We regularly trade large stock positions. Our corporate clients include smaller companies to Fortune 500 members, and leaders in the energy, pharma, insurance and financial services industries.We work to provide customized strategies, and have an unwavering commitment to client service.For Corporations: We seek to provide employees with the a high level of customer service via focused, personalized attention. We help educate plan participants via customized broad-based programs and in-person sessions with key employees. We appreciate the nuances of corporate cultures, helping create a more meaningful participant experience. For executives, we focus on the regulations surrounding trading company stock, including Rule 144 and Section 16. Key focuses include:• Stock Option, Restricted, and Stock Purchase Plans • 10b5-1 Plans• Lending Solutions• 401(k) & Non-Qualified Deferred Compensation PlansFor Individuals: As a multigenerational team, we appreciate the roles which time and patience play in helping to create, build and preserve wealth. We seek to bring the vast resources of Morgan Stanley to our clients. For equity plan participants, we strive to help simplify often complex equity compensation concepts. Service and Longevity: We have been fortunate to develop longstanding relationships, working with some corporate clients for over twenty years, and with families who span three generations. We believe our service and advice help foster this longevity.NMLS #1278865We welcome the opportunity to be of service to you.Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.

• Senior Vice President, Corporate Client Group Director, Financial Advisor

  Morgan Stanley

  Mar 1996 - Present

  ©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/the-posner-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank.  Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.