Nick Jones

Nick Jones

Research Analyst

Followers of Nick Jones211 followers
location of Nick JonesDenver Metropolitan Area

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  • Timeline

  • About me

    First Vice President - Wealth Advisor, Financial Advisor, Portfolio Management Director at Morgan Stanley

  • Education

    • Wilfrid Laurier University

      1994 - 1998
      Bachelor of Business Administration Finance

      Activities and Societies: Pi Kappa Alpha Fraternity Greek Council

    • Eastdale Collegiate Highschool

      1989 - 1994
  • Experience

    • CIBC World Markets

      Oct 1998 - Apr 2000
      Research Analyst
    • March Networks

      Jan 2000 - Jan 2002
      Business Development
    • UBS Financial Services

      Jan 2002 - May 2012
      Vice President - Investments, Senior Portfolio Manager
    • Morgan Stanley

      May 2012 - now
      Vice President - Wealth Advisor, Portfolio Management Director

      "© 2024 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/nicholas.r.jones. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html."Asset Allocation does not guarantee a profit or protect against a loss in a declining financial market.Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.NMLS#: 1395612 Show less

  • Licenses & Certifications

    • NMLS #1395612

      Aug 2015