
Michelle Katona
Jonathan Cole is a Financial Advisor, Vice President, Workplace Advisor - Equity Compensation, and Insurance Planning Director with The Metzger Group at Morgan Stanley. He's an experienced investment professional who brings a disciplined and personalized approach to managing portfolios and investments for ultra-high-net-worth individuals, families, business owners, and executives. In addition to focusing on individuals, Jonathan has experience working with non-profit and endowment organizations. He understands the trends of today. Leveraging his extensive education and Morgan Stanley's vast resources, Jonathan identifies opportunities that align with his client's values. His goal is to empower clients to be confident in their financial decisions through education and knowledge.
Jonathan is committed to helping his clients preserve and grow their wealth by providing comprehensive wealth management strategies. He is focused on creating and delivering strategies tailored to all aspects of their finances, including cash management, lending, investing, and wealth transfer. By creating financial strategies and providing thoughtful advice, Jonathan has developed a successful practice built on trusting relationships. His favorite part of the business is gaining an understanding of his client's goals.
Previously, Jonathan was an entrepreneur with a proven track record of business success. His first business was acquired in early 2016. Following his venture, Jonathan became a Financial Advisor at Morgan Stanley in 2016 to pursue his interest in managing investments and supporting like-minded individuals to grow their portfolios. He has also attained the Chartered Financial Analyst (CFA®) designation. The CFA®charter is a globally recognized credential for investment analysis competence and integrity and portfolio management.
Jonathan is an active member of the Baylor Alumni Network, Texas Business Hall of Fame Foundation, Houston Black Leadership Institute, and CFA Society of Houston. He resides in Houston, Texas. Jonathan is an avid international traveler and outdoorsman. He has an interest in the local food scene and is extremely passionate about sponsoring micro-entrepreneurship and promoting financial literacy around the world.
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Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY