Jonathan Morado
CRD Number: 7580443Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jonathan Morado (CRD# 7580443) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Longmont, CO and has 1 year of experience in the finance industry.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 3073220
Lpl Financial LLC
CRD# 6262403
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Longmont, CO | May 2024 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Longmont, CO | Mar 2024 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Denver, CO | Aug 2023 - Mar 2024 | < 1 |
| Fidelity Investments | Greenwood Village, CO | Jun 2022 - Aug 2023 | 1 |
| University Of Colorado Boulder | Boulder, CO | Aug 2019 - Aug 2022 | 3 |
| University Of Colorado Boulder | Boulder, CO | Aug 2018 - Aug 2022 | 4 |
| Elevations Credit Union | Boulder, CO | Feb 2022 - May 2022 | < 1 |
| Flagstaff House | Boulder, CO | Aug 2021 - Dec 2021 | < 1 |
| Gritly | Denver, CO | May 2021 - Aug 2021 | < 1 |
| Moe's Broadway Bagel | Boulder, CO | Sep 2019 - Aug 2021 | 1 |
| Moe's Broadway Bagel | Boulder, CO | Sep 2019 - Aug 2021 | 1 |
| Lamariposa Resteraunt | Boulder, CO | Mar 2021 - Jul 2021 | < 1 |
| Audrey Jane's Pizza Garage | Boulder, CO | Jan 2021 - Mar 2021 | < 1 |
| E&j Concrete | Greeley, CO | Mar 2020 - Aug 2020 | < 1 |
| E&j Concrete | Greeley, CO | May 2019 - Aug 2019 | < 1 |
| E&j Concrete | Greeley, CO | Sep 2017 - Aug 2018 | < 1 |
| Northridge High School | Greeley, CO | Aug 2014 - May 2018 | 3 |
| Lamariposa | Greeley, CO | Nov 2017 - Apr 2018 | < 1 |
| City Of Greeley | Greeley, CO | Mar 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- CO
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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