Jonathan Swanson Email & Phone Number

West Des Moines, Ia

Jonathan co-leads the West Des Moines-based team and serves as a lead consultant to several of the team's valued relationships. He oversees investment policy reviews, spending policy analysis, asset allocation design, manager selection and ongoing monitoring, and strategic planning advice.©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 LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor.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 trading 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.The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlAsset allocation does not guarantee a profit or protect against a loss in a declining financial market.For important information about any designation(s) listed and the ranking methodology for any award[s] listed above, please see https://advisor.morganstanley.com/the-swanson-groupThe designation and/or awards are not indicative of the Financial Advisor's past or future performance. No fee is paid in exchange for any award.©2024 Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting, a business of Morgan Stanley. NMLS#: 1290624

West Des Moines, Iowa, United States

West Des Moines, Iowa, United States

Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC. Member SIPC.

Stamford, Ct

Jonathan, as a member of Titan's eight-person manager research group, worked to generate high risk-adjusted returns for Titan's investor base. He primarily assisted in the manager selection process and assessed managers investing across both the public and private markets.

New York, Ny

Jonathan joined Bear Stearns as a rotational analyst in the firm's Global Equities Division. As an Equity Prime Brokerage Analyst, Jonathan was a member of a program which included four multi-month rotations with the securities lending group on the international stock loan desk, the hedge fund capital introduction group, the documentation specialist group and lastly on a relationship management/client service team that covered $1B+ revenue generating hedge fund clients of the firm (i.e. Renaissance, AQR, D.E. Shaw and others).