Jonathan Bassham
Vice President, Wealth Management,
Financial Advisor
Direct:
(214) 661-7066(214) 661-7066
My Mission Statement
"To give our clients the one thing that cannot be bought —
More Time."
More Time."
My Story and Services
Jonathan Bassham is a Financial Advisor at Morgan Stanley Wealth Management. Working primarily with business owners and executives, Jonathan helps clients navigate the complexities of managing significant wealth. Beginning in investment strategy, Jonathan and his team touch every aspect of his clients’ financial lives, including lending, business advisory, generational wealth transfer, cash management, philanthropy and family governance.
Prior to joining Morgan Stanley, Jonathan was a Vice President at the J.P. Morgan Private Bank in Dallas, Texas. While at J.P. Morgan, he advised high net worth families in Texas and Louisiana. Jonathan started his career in wealth management at AXA Advisors in Austin, Texas, where he was an investment advisor and specialized in advising small business owners. Jonathan graduated from Baylor University with a B.B.A in Finance. He holds Series 7 and 66 securities licenses.
Jonathan serves on the board of Dallas CASA, a non-profit organization that advocates for the best interest of abused and neglected children in protective care and works to find them safe, permanent homes. Prior to joining the Dallas CASA board, he revamped the Dallas CASA Young Professionals Organization and served as its President. He previously served on the Host Committee for Great Investors' Best Ideas, a non-profit organization that supports the Vickery Meadow Youth Foundation and the Michael J. Fox Foundation.
Jonathan married his high school sweetheart, Christine. They live in East Dallas with their four children and a very spoiled King Charles Cavalier. Jonathan and Christine’s family motto is “take the trip,” and they have turned their children into avid travelers. Whether it’s an RV trip across America or a summer spent in their favorite spot of Stonington Borough, CT, they believe there is no better way to spend quality family time than to travel together. When home though, most of Jonathan’s free time is spent outdoors with his family—in the pool, on the soccer field, cycling around White Rock Lake, or driving around East Dallas in the family golf cart.
Prior to joining Morgan Stanley, Jonathan was a Vice President at the J.P. Morgan Private Bank in Dallas, Texas. While at J.P. Morgan, he advised high net worth families in Texas and Louisiana. Jonathan started his career in wealth management at AXA Advisors in Austin, Texas, where he was an investment advisor and specialized in advising small business owners. Jonathan graduated from Baylor University with a B.B.A in Finance. He holds Series 7 and 66 securities licenses.
Jonathan serves on the board of Dallas CASA, a non-profit organization that advocates for the best interest of abused and neglected children in protective care and works to find them safe, permanent homes. Prior to joining the Dallas CASA board, he revamped the Dallas CASA Young Professionals Organization and served as its President. He previously served on the Host Committee for Great Investors' Best Ideas, a non-profit organization that supports the Vickery Meadow Youth Foundation and the Michael J. Fox Foundation.
Jonathan married his high school sweetheart, Christine. They live in East Dallas with their four children and a very spoiled King Charles Cavalier. Jonathan and Christine’s family motto is “take the trip,” and they have turned their children into avid travelers. Whether it’s an RV trip across America or a summer spent in their favorite spot of Stonington Borough, CT, they believe there is no better way to spend quality family time than to travel together. When home though, most of Jonathan’s free time is spent outdoors with his family—in the pool, on the soccer field, cycling around White Rock Lake, or driving around East Dallas in the family golf cart.
Securities Agent: CO, OK, IL, FL, DC, VA, TX, OH, NY, NC, MI, KS, AZ, WA, PR, LA, GA, CA, UT, MO, CT, WY, NE, MA, ID, AL, NM, NJ, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 821951
NMLS#: 821951
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
2121 North Pearl St
Ste 500
Dallas, TX 75201
US
Direct:
(214) 661-7066(214) 661-7066
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Jonathan Bassham today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
