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Jon Hicks Email & Phone Number

Vice President, Financial Advisor at Morgan Stanley
Location: Greater Indianapolis, United States, United States 11 work roles 1 school
1 work email found @morganstanley.com 2 phones found area 317 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@morganstanley.com
Direct phone (317) ***-****
LinkedIn Profile matched
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Current company
Role
Vice President, Financial Advisor
Location
Greater Indianapolis, United States, United States
Company size

Who is Jon Hicks? Overview

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Quick answer

Jon Hicks is listed as Vice President, Financial Advisor at Morgan Stanley, a company with 94640 employees, based in Greater Indianapolis, United States, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 317, and a matched LinkedIn profile for Jon Hicks.

Jon Hicks previously worked as Financial Advisor at Morgan Stanley and Analyst at Periculum Capital Company, Llc. Jon Hicks holds Bachelor Of Science - Bs, Accounting And Finance from Indiana University - Kelley School Of Business.

Company email context

Email format at Morgan Stanley

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{first_initial}{last}@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Jon Hicks. Compare company email patterns before reaching out.

Profile bio

About Jon Hicks

I am a Financial Advisor with The 1816 Group at Morgan Stanley. Prior to Morgan Stanley, I served as an analyst for Periculum Capital Company for nearly three years, supporting the firm across all service areas. My experience there provided great exposure, training, and practical experience in analyzing financial statements, financial modeling, data analytics, and forecasting economic, industry, and company-specific trends.Prior to joining Periculum, I was a student at the Kelley School of Business at Indiana University, graduating with distinction from the Kelley Business Honors Program and the Hutton Honors College. While in school, I spent a considerable amount of time preparing for a career in financial service through both advanced coursework and service on the Executive Committee of the Investment Banking Workshop.My passion for being a Financial Advisor lies in helping my client’s define and seek to achieve their financial goals, seeking to help build their financial confidence. People generally have feelings of stress and anxiety about their financial situation, and it can often be a strain on marriages and other important relationships. I take great pride in helping my clients develop a financial plan so they can seek to build financial confidence, helping allow them to focus on other areas of their life.When it comes to interacting with clients, I spend a considerable amount of time helping educate them so that they can work to deeply understand financial strategies and how they fits into their financial picture. I focus on helping navigate emotions throughout the investing process, seeking to allow for clarity with decision making. I also advise on everyday finances, aiding clients on variety of decisions. With this guidance, I am able to help my client build confidence.

Listed skills include Leadership, Philanthropy, Teamwork, Public Speaking, and 9 others.

Current workplace

Jon Hicks's current company

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Morgan Stanley
Morgan Stanley
Vice President, Financial Advisor
Indianapolis, IN, US
Employees
94640
AeroLeads page
11 roles

Jon Hicks work experience

A career timeline built from the work history available for this profile.

Vice President, Financial Advisor

Indianapolis, IN, US

Financial Advisor

Current

New York, NY, US

© 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.

Nov 2020 - Present

Analyst

Carmel, Indiana, US

Served as an Analyst of Periculum Capital Company, supporting the firm across all service areas.

Jun 2018 - Nov 2020

Investment Banking Summer Analyst

New York, New York, US

  • Completed a 9 week internship, gaining experience in Business Services, Healthcare and Industrial verticals Selected Transaction Experience: Project Lion o Represented an $80+ billion healthcare client interested in.
May 2017 - Jul 2017

Director Of Recruitment And Teaching Assistant

Kelley School Of Business - Investment Banking Workshop
  • Faculty-selected to participate in a rigorous program to prepare students for careers in investment banking
  • Coordinated extensive networking evaluation process involving 145 IBW members and 135 prospective candidates
  • Executed an investment banking-style super day interview process, selecting 73 students into the IBW Class of 2019
  • Appointed as 1 of 4 juniors to develop curriculum for classes, as well as teach and mentor the IBW Class of 2019
Mar 2016 - May 2017

Executive Trip Planner And Volunteer

Youth Advocate Leadership And Learning (Y'All)
  • Partnered with the St. Bernard Project on a service trip to New Orleans to rebuild houses destroyed by hurricanes
  • Engaged in leadership activities in New Orleans, enhancing personal skills and ability to implement positive change
  • Fundraised and attended club meetings in order to meet the requirements for traveling on the service trip
Sep 2015 - May 2017

Make The Magic Coordinator, Outreach Coordinator, Camp Counselor, Volunteer

Camp Kesem National
  • Camp Kesem is an organization that provides a free week of summer camp to children who have lost a parent to cancer, or currently have a parent with cancer. Camp Kesem is a place where these children can meet people.
  • In charge of Camp Kesem IU’s largest annual fundraiser; Make the Magic 2016
  • Generated $4,272 in a 5 month period as a part of CKIU’s $78,664 raised in a 9 month period (during the 2014-2015 school year)
  • Volunteered as a camp counselor for Camp Kesem’s 2015, 2016 and 2017 summer camp
  • Organized Hoops for Hope 2015 as a part of the Development Commitee
Nov 2014 - May 2017

Investment Banking Summer Analyst

Carmel, Indiana, US

  • Performed industry research, valuation and potential buyer analysis in the pitch to sell a hydroponics company
  • Turned CAs for potential buyers of an elevated storage tank company and answered company specific questions
  • Developed pitch materials and won the mandate to sell a company in the waste management service industry
May 2016 - Jul 2016

Summer Intern

Morgan Stanley Private Wealth Management
  • Analyzed accounts for the clients of Robert Mark Linden, one of Morgan Stanley’s top Indiana producers
  • Created an Excel template designed to analyze the diversification, returns, risk, and trends of clients’ portfolios
  • Interacted with clients by answering phone calls as well as presenting my findings from the Excel modeling
  • Researched and compiled a portfolio of 12 growth stocks, then pitched this portfolio in client meetings
May 2015 - Jul 2015

Volunteer

Nashville, TN, US

  • The summer before I began attending Indiana University, I was lucky enough to travel to an orphanage in Haiti for one week. I spent my week in Neply, Haiti, a small village of 2,500 people. While in Haiti, I:
  • Taught orphans and other Haitian children basic English phrases and words
  • Participated in feeding programs for all of the children in the village
  • Led a Basketball camp as well as a Lacrosse camp for the village
  • Assisted children with special needs in daily activities such as eating, drinking, etc.
  • Performed chores throughout the community such as doing laundry and dishes by hand in order to give residents time to do other activities such as learn English
Jul 2014 - Jul 2014

Owner And Operator

Giving Back Snow Removal
  • I used my Dad's Ford F250 and BOSS Snow Plow to start a snow removal business. My involvement with Giving Back Snow Removal was:
  • Sold contracts to 28 customers, agreeing to install driveway stakes and remove snow from driveways and walkways when accumulation totaled 3 inches or more
  • Generated over $9,000 in revenue over a 4 month period
  • Donated 10% of all revenue to Safe Families of Indiana
Dec 2013 - Mar 2014
Team & coworkers

Colleagues at Morgan Stanley

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1 education record

Jon Hicks education

  • Indiana University - Kelley School Of Business
    Indiana University - Kelley School Of Business
    Accounting And Finance
FAQ

Frequently asked questions about Jon Hicks

Quick answers generated from the profile data available on this page.

What company does Jon Hicks work for?

Jon Hicks works for Morgan Stanley.

What is Jon Hicks's role at Morgan Stanley?

Jon Hicks is listed as Vice President, Financial Advisor at Morgan Stanley.

What is Jon Hicks's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Jon Hicks at Morgan Stanley.

What is Jon Hicks's phone number?

AeroLeads has found 2 phone signal(s) with area code 317 for Jon Hicks at Morgan Stanley.

Where is Jon Hicks based?

Jon Hicks is based in Greater Indianapolis, United States, United States while working with Morgan Stanley.

What companies has Jon Hicks worked for?

Jon Hicks has worked for Morgan Stanley, Periculum Capital Company, Llc, Lazard, Kelley School Of Business - Investment Banking Workshop, and Youth Advocate Leadership And Learning (Y'All).

Who are Jon Hicks's colleagues at Morgan Stanley?

Jon Hicks's colleagues at Morgan Stanley include Parpreet Kaur, Bence Pető, Jasmine Lu, Elena Huang, and Neerali Patel.

How can I contact Jon Hicks?

You can use AeroLeads to view verified contact signals for Jon Hicks at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Jon Hicks attend?

Jon Hicks holds Bachelor Of Science - Bs, Accounting And Finance from Indiana University - Kelley School Of Business.

What skills is Jon Hicks known for?

Jon Hicks is listed with skills including Leadership, Philanthropy, Teamwork, Public Speaking, Microsoft Excel, Customer Service, Organization Skills, and Time Management.

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