Jonathan A. Ball - Morgan Stanley Smith Barney Financial Advisor - Pittsfield, MA
Morgan Stanley Smith Barney
Jonathan A. Ball, PFS
Wealth Advisor
Financial Planning Specialist
75 North Street
4th Floor
Pittsfield, MA 01201
tel: (413) 443-9176
toll-free: (800) 447-1243 
fax: (413) 448-8333
Email Me

I am a Family Wealth Director, a designated financial professional, who believes that you - as one of our most important clients - is entitled to a different kind of working relationship with the firm.  In fact, it is a type of relationship that you have probably never encountered at any other firm.  As a Family Wealth Director, I bring the scope and influence of two of the most powerful names in the industry to our most valued clients through the differentiating resources of Morgan Stanley Smith Barney.

This combination of personal attention and financial possibilities creates opportunities for you.  Your financial life requires the broadest possible scope of knowledge, and we are committed to helping you have an experience that is easier and more rewarding.

Services
  • Wealth Management
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Long Term Care Insurance
  • Asset Management
  • Business Planning
  • Fixed Income
  • Municipal Bonds
  • Cash Management
  • Foreign Exchange
  • Futures
  • Alternative Investments
  • Qualified Plans
  • 529 Plans
  • Lending Services
Business Experience
  • Present: Morgan Stanley Smith Barney

    Financial Advisor
    Pittsfield, MA
  • A.G. Edwards & Sons Inc.
    Financial Advisor
    Boston, MA

Bulletin Board

  • See Market Insights for the May On the Markets from the Global Investment Committee featuring

    • "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?

    • "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.

    • "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.

    Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.

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Jonathan A. Ball is licensed in the following state(s): FL, MA, ME, NH, NY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney ("MSSB") 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 any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

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Portfolio Strategist - A Weekly Guide for Investors



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