Jonathan S Cole-mckay

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2017-08-17

TX RA
APPROVED

Since 2017-08-17

Branch Locations

2800 Post Oak Blvd Suite 3200, Houston, TX 77056 • 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

Organization	City	State	From	To
Morgan Stanley	Houston	TX	12/2016	02/2017
Baylor University	Waco	TX	08/2009	11/2016
Thrivent Investment Management Inc	Ivring	TX	03/2017	06/2017
Thrivent Financial	Appleton	WI	03/2017	06/2017
Morgan Stanley	Houston	TX	07/2017	Present
Morgan Stanley Private Bank, National Association	New York	NY	08/2017	Present

12/2016 → 02/2017

Morgan Stanley

Houston, TX
08/2009 → 11/2016

Baylor University

Waco, TX
03/2017 → 06/2017

Thrivent Investment Management Inc

Ivring, TX
03/2017 → 06/2017

Thrivent Financial

Appleton, WI
07/2017 → Present

Morgan Stanley

Houston, TX
08/2017 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

2017-05-03 → 2017-07-05

Thrivent Investment Management Inc.

Irving, TX

Other Businesses

*525962- TEACH (To Educate All Children); Investment related-No; Houston, Texas; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 3; After business hours: 2; Labor/Service

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-05-02

S66 Uniform Combined State Law Examination

2017-05-02

Other Names

Jonathan Cole-Mckay

View on SEC IAPD