Jonathan E. Price - Morgan Stanley Financial Advisor - WELLESLEY, MA

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Jonathan E. Price
Financial Advisor
Senior Vice President
(781) 416-2415

©2014 Morgan Stanley Smith Barney LLC. Member SIPC. All rights reserved.

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Biography

Jonathan E. Price
Financial Advisor
Senior Vice President
(781) 416-2415

Experience

  • 2010 - Present: Morgan Stanley*
    Senior Vice President, Financial Advisor
  • 1985 - 2010: Sterling Financial Group, Inc
    President, Investment Advisor

Education

  • Boston University, BS Business Administration
  • FINRA Series 6 , 7, 63
  • AIF, Accredited Investment Fiduciary
  • Life, Health and accident insurance licensed

Services

  • Asset Management
  • Corporate Retirement Plans
  • Financial Planning
  • Insurance Services
  • Professional Portfolio Management
  • Wealth Management

Licensing

Jonathan E. Price holds the following registrations:
Securities Agent: AZ, CA, CO, CT, FL, MA, ME, NH, NJ, NM, NV, NY, OH, PA, RI, TN, TX, VA, VT, WA, WV; General Securities Representative; Investment Advisor Representative;

©2014 Morgan Stanley Smith Barney LLC. Member SIPC. All rights reserved.

Disclaimers | Full Site

Market Insights

Jonathan E. Price
Financial Advisor
Senior Vice President
(781) 416-2415

©2014 Morgan Stanley Smith Barney LLC. Member SIPC. All rights reserved.

Disclaimers | Full Site

Product & Service Brochures

Jonathan E. Price
Financial Advisor
Senior Vice President
(781) 416-2415

©2014 Morgan Stanley Smith Barney LLC. Member SIPC. All rights reserved.

Disclaimers | Full Site

Contact

Jonathan E. Price
Financial Advisor
Senior Vice President
(781) 416-2415


Jonathan E. Price
45 WILLIAM STREET SUITE 130
WELLESLEY, MA 02481
Phone: (781) 416-2415
Toll Free: (800) 767-7462

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©2014 Morgan Stanley Smith Barney LLC. Member SIPC. All rights reserved.

Disclaimers | Full Site

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Jonathan E. Price
Financial Advisor
Senior Vice President
(781) 416-2415


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©2014 Morgan Stanley Smith Barney LLC. Member SIPC. All rights reserved.

Disclaimers | Full Site

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Disclaimers





This 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: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only


*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.






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