Jonathan Dickson - Morgan Stanley Financial Advisor - Atlanta, GA
Morgan Stanley
Jonathan Dickson
Senior Vice President
Wealth Advisor
Portfolio Management Director
5565 Glenridge Connector
Suite 1900
Atlanta, GA 30342
tel: (404) 459-3891
fax: (404) 935-9797

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Education and Licensing
  • BS- Business and Behavioral Science
    Oglethorpe University
  • Series 7 and 66
  • Life Insurance and Fixed and Variable Annuities
Honors and Recognition
  • National Recognition Council- Morgan Stanley* 2010-2011
  • "Five Star Wealth Manager"- Atlanta Magazine 2012
  • National Recognition Council- UBS Financial Services 2002-2009
  • Morgan Stanley Century Club Member
  • Morgan Stanley John Houseman Award Recipient
  • Morgan Stanley Lending Achievement Award
Business Experience
  • 2001 - 2010: UBS, Vice President, Financial Advisor
    Atlanta, GA

Bulletin Board
  • See March On the Markets from the Global Investment Committee featuring

    “Listening Closely” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says to trust your fundamental analysis and investment thesis, but verify it by listening closely to what the market is saying. 

    “Regime Change" When the stock market had a swift 10% correction last month, investors could find no shelter in bonds or the dollar, which are both typically safer places to be. That’s another signal that there’s been a regime change in the markets, writes Lisa Shalett, head of Wealth Management Investment Resources and Head of Investment & Portfolio Strategies for Morgan Stanley Wealth Management.  

    • “Thematic Investing Takes a Holistic Approach” Thematic investing is a way to access investment opportunities that span multiple sectors and disciplines. Scott Helfstein, PhD, a senior investment strategist for Morgan Stanley Wealth Management, explains how it works. 

    • Plus, look for more on the economy, equities and bonds. 

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Jonathan Dickson holds the following registrations:
Securities Agent: AL, AZ, CA, CO, DE, FL, GA, ID, LA, MA, MD, MI, MO, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1279063

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