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Biography
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
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Market Insights
Product & Service Brochures
Contact
Jonathan E. Price
45 WILLIAM STREET SUITE 130
WELLESLEY, MA02481
Phone: (781) 416-2415
Toll Free: (800) 767-7462
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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.
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*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 Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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