Jonathan Marcus, CFP®
Senior Vice President,
Financial Advisor
Direct:
(404) 266-6067(404) 266-6067
Toll-Free:
(800) 688-6002(800) 688-6002
My Mission Statement
At Petra Wealth Management, we provide a customized approach to helping select families build, preserve, and transfer their wealth, delivering the best-in-class capabilities of one of the worlds largest investment firm through a boutique-like experience.
Welcome
Cory had been in the investment and financial planning business since 2000, having been with Morgan Stanley or one of its predecessors his whole career.
Having been raised by two hardworking parents, Cory understands the broader situations that families and careers can present. Hearing his parents talk about bills, businesses, taxes, investments and other financial issues that all individuals and families face peaked Cory’s interest in finance at a young age. The first book he read cover to cover and his interest in the subject grew from there. Throughout high school and college Cory traded stocks in a small account he set up. During the late 90’s, early 2000 tech bubble, he basically lost all the money he had made trading over those years and learned the most valuable lesson of his career – planning, diversification and asset allocation are among the most important parts of wealth management – not individual stock / bond picking.
Today Cory uses financial planning as the starting block for all his client relationships. He likes to relate financial planning to taking a trip. You might know where you want to go, but mapping out the course is one of the most important steps – how are you going to get there? Using clients background information, emotions, current goals / needs, and financial resources – he helps them set up various investment planning strategies that strives to make sure those client aspirations are achieved. Whether those issues include retirement planning, investment management, estate planning strategies, insurance, or family / business succession planning, Cory uses his experience and vast firm capabilities to help the client manage whatever financial issues might arise.
He graduated from Georgia Southern University with B.A in Finance and a minor in Economics in 2000. Cory studied Financial and Estate Planning at UGA’s Terry College of Business and received his CERTIFIED FINANCIAL PLANNING certificate in 2009.
Cory is one of the few Georgians who was born, raised and still resides in state. He lives in Roswell, GA with his college sweetheart and wife of 21 years Leslie. They have two active boys, Gage (13) and Graham (9) who keep their weekends busy with sporting events and other activities. In his spare time he loves to coach youth sports, volunteer at various organizations / places of worship and playing tennis and golf.
Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Having been raised by two hardworking parents, Cory understands the broader situations that families and careers can present. Hearing his parents talk about bills, businesses, taxes, investments and other financial issues that all individuals and families face peaked Cory’s interest in finance at a young age. The first book he read cover to cover and his interest in the subject grew from there. Throughout high school and college Cory traded stocks in a small account he set up. During the late 90’s, early 2000 tech bubble, he basically lost all the money he had made trading over those years and learned the most valuable lesson of his career – planning, diversification and asset allocation are among the most important parts of wealth management – not individual stock / bond picking.
Today Cory uses financial planning as the starting block for all his client relationships. He likes to relate financial planning to taking a trip. You might know where you want to go, but mapping out the course is one of the most important steps – how are you going to get there? Using clients background information, emotions, current goals / needs, and financial resources – he helps them set up various investment planning strategies that strives to make sure those client aspirations are achieved. Whether those issues include retirement planning, investment management, estate planning strategies, insurance, or family / business succession planning, Cory uses his experience and vast firm capabilities to help the client manage whatever financial issues might arise.
He graduated from Georgia Southern University with B.A in Finance and a minor in Economics in 2000. Cory studied Financial and Estate Planning at UGA’s Terry College of Business and received his CERTIFIED FINANCIAL PLANNING certificate in 2009.
Cory is one of the few Georgians who was born, raised and still resides in state. He lives in Roswell, GA with his college sweetheart and wife of 21 years Leslie. They have two active boys, Gage (13) and Graham (9) who keep their weekends busy with sporting events and other activities. In his spare time he loves to coach youth sports, volunteer at various organizations / places of worship and playing tennis and golf.
Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Securities Agent: LA, MI, TX, DC, AL, NM, IL, OK, NY, KS, HI, DE, CT, WI, NJ, GA, FL, MD, CA, AZ, WY, VA, TN, OR, NH, UT, OH, MN, KY, SC, MT, MS, MO, ME, WA, NV, NC, MA, CO, IN, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 1265079
NMLS#: 1265079
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Modern Wealth Tools
Our comprehensive suite of digital tools are designed to help enhance your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More About MSO
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More About Online Security Center
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth View
Goals Based Planning
Working with us, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology in helping reach your financial goals.
Learn More About Our Planning Tools
Portfolio Risk Platform
Portfolio Risk Platform is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.
Learn More About Portfolio Risk Platform
MS Reserved Living and Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn More About MS Reserved Living and GivingAwards
• 2007-2011 Morgan Stanley Smith Barney Blue Chip Council
• 2012-2020 Five Star Magazine Top Advisors
2012-2020 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2020) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award - 02/4/2012 - 07/22/2012
2013 Award - 02/4/2013 - 07/22/2013
2014 Award - 02/4/2014 - 07/22/2014
2015 Award - 02/4/2015 - 07/22/2015
2016 Award - 02/4/2016 - 07/22/2016
2017 Award - 12/30/2016 - 07/14/2017
2018 Award - 12/29/2017 - 07/24/2018
2019 Award - 12/10/2018 - 07/23/2019
2020 Award - 12/23/2019 - 07/10/2020
• 2012-2020 Five Star Magazine Top Advisors
2012-2020 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2020) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award - 02/4/2012 - 07/22/2012
2013 Award - 02/4/2013 - 07/22/2013
2014 Award - 02/4/2014 - 07/22/2014
2015 Award - 02/4/2015 - 07/22/2015
2016 Award - 02/4/2016 - 07/22/2016
2017 Award - 12/30/2016 - 07/14/2017
2018 Award - 12/29/2017 - 07/24/2018
2019 Award - 12/10/2018 - 07/23/2019
2020 Award - 12/23/2019 - 07/10/2020
Upcoming Firm Events
The Lessons in Leadership Virtual Event Series will continue throughout 2025.
Check back soon for details on upcoming events.
Location
3280 Peachtree Rd NE
Suite 1900
Atlanta, GA 30305
US
Direct:
(404) 266-6067(404) 266-6067
Toll-Free:
(800) 688-6002(800) 688-6002
Fax:
(404) 795-9878(404) 795-9878
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Jonathan Marcus today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley 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 consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley 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 consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
