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Jonathan A Hale

Morgan Stanley

Beavercreek, OH

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-08-02
OH RA APPROVED 2015-10-19
  • TX RA
    APPROVED
    Since 2016-08-02
  • OH RA
    APPROVED
    Since 2015-10-19

Branch Locations

4380 Buckeye Lane Suite 200, Beavercreek, OH 45440 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Beavercreek OH 11/2015 Present
Morgan Stanley Private Bank, National Association New York NY 01/2016 Present
  • 11/2015 → Present
    Morgan Stanley Smith Barney Llc
    Beavercreek, OH
  • 01/2016 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Other Businesses

2) FAMILY LIMITED PARTNERSHIP; REAL ESTATE AND TAX PLANNING; INVESTMENT RELATED; 1 HOUR OUTSIDE OFFICE HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-16
  • S66 Uniform Combined State Law Examination
    2015-03-16

View on SEC IAPD

Other Firms

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STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
KEY INVESTMENT SERVICES LLC

Other Investors

DANIEL EARL WOLODKIEWICZ
ALEXANDER DANIEL WOLODKIEWICZ
Amy Allen
Michael Allen Beard
MARTIN FRANCIS HUMMEL
BRENT JACKSON
JOHN H CAMPBELL
STEVEN MICHAEL RYAN

Other Offices

EQUITY SERVICES, INC. · BEAVERCREEK, OH
EDWARD JONES · BEAVERCREEK, OH
G. A. REPPLE & COMPANY · BEAVERCREEK, OH
PNC WEALTH MANAGEMENT LLC · BEAVERCREEK, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH
LPL FINANCIAL LLC · BEAVERCREEK, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH

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