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John Underation

John Underation

Financial Advisor

Followers of John Underation997 followers
location of John UnderationGreater Cleveland

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  • Timeline

  • About me

    Senior Analyst

  • Education

    • The University of Akron

      1991 - 1998
      BA Psychology

      Activities and Societies: Phi Kappa Tau Fraternity

  • Experience

    • The Millennial Group

      Mar 2001 - May 2005
      Financial Advisor

    • Morgan Stanley

      Jun 2005 - Oct 2017
      Consulting Group Analyst

      Morgan Stanley Smith Barney LLC (“MSSB”), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. Statements and messages for US residents only and subject to the following terms; http://www.ms.com/disclaimers/mssbemail.html.

    • McDonald Partners

      Oct 2017 - Apr 2022
      Senior Portfolio Analyst

    • Park Edge Advisors

      May 2022 - now
      Senior Analyst

  • Licenses & Certifications

    • Financial Planning Specialist

      Morgan Stanley
      Jun 2009