Jonathan Shane is a First Vice President, Executive Financial Services Director and Financial Advisor at Morgan Stanley. He joined the Stern-Hess-Shane Group in 2011 and is responsible for business development, corporate and institutional relationship management, and comprehensive financial planning. Over the last several years, Jonathan has expanded his practice to cater to the sophisticated needs of single and multi-family office clients, leveraging the vast resources within Morgan Stanley to offer strategies designed to help meet his clients specific needs. Jonathan is the initial point of contact for all new 10b5-1 plan and Executive Financial Service programs for the team’s corporate clients. His ability to work with clients to help them solve their complex financial issues has made him an integral part of every client relationship. He was recognized and earned membership in the 2018 & 2019 Pacesetter’s Club within Morgan Stanley. He was also awarded several Forbes awards including Best-In-State Top Next-Gen Wealth Advisor for 2023 and a member of the Best-In-State Wealth Management Teams for 2024. These highly sought after awards are earned through exceptional performance and dedication to clients. Jonathan was also named as a Five Star Wealth Manager for 2020. By earning this honor, Jonathan has shown an outstanding commitment to his clients.Jonathan is a Bay Area native and attended the University of Arizona, graduating with a Bachelor of Science in Business Economics. He has his series 7 and 66 Securities Licenses as well as his Health and Life Insurance Licenses. In addition, he has completed an Masters of Business Administration (MBA) from Cornell's Johnson Graduate School of Management. In his spare time, he enjoys playing golf, cycling, traveling the world and watching his Bay Area professional sports teams win world championships.2024 - Forbes Best-In-State Wealth Management TeamsSource: Forbes.com (Awarded Jan 2024). Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. 2023 - Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-StateSource: Forbes.com (Awarded Aug 2023). Data compiled by SHOOK Research LLC based for the period from Mar 2022 – Mar 2023. 2020 - Five Star Wealth AdvisorThis award was issued in [2020]. The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.https://www.morganstanley.com/disclosures/awards-disclosure.html