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Jonathan B. Rada
Jonathan B. Rada, CFP®
First Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
112 E. Pecan
Suite 1500
San Antonio, TX 78205
tel: 210-271-6172
toll free: 800-323-0456
fax: 210-271-6194
Email Me
Welcome Associations Services Education Experience
Welcome

Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
Associations
  • Texas State Guard
    Currently serving as an active Non-Commissioned Officer
Services
  • 401k Rollovers
  • Wealth Management
  • Life Insurance
  • Certificates of Deposit
  • Business Planning
  • Professional Portfolio Management
  • Municipal Bonds
  • 529 Plans
  • Corporate Pension Funds
  • Corporate 529 Plans
  • Foreign Exchange
  • Futures
  • Qualified Retirement Plans
  • Business Succession Planning
  • Asset Management
  • Annuities
  • Defined Contribution Plans
  • Corporate Retirement Plans
  • Structured Settlement Annuities
  • Commodities
Education and Licensing
  • BA - International Relations, 1991
    Minor in Economics
    California State University
    Long Beach, CA
  • CERTIFIED FINANCIAL PLANNER™, 1993
    College for Financial Planning
    Denver, CO
  • Financial Planning Specialist Designation
  • Texas Group One Insurance License
  • Series 3 - National Commodity Futures
  • Series 7 - General Securities Representative
  • Series 8 - General Securities Sales Supervisor
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
Business Experience
  • 2000 - Present: Morgan Stanley Smith Barney*
    First Vice President - Wealth Management
    Financial Advisor
    Financial Planning Specialist
    San Antonio, TX
  • 1994 - 2000: Citicorp Investment Services
    Vice President
    San Antonio, TX
  • 1992 - 1994: Charles Schwab & Company
    Account Executive
    San Antonio, TX
Bulletin Board
  • Finances for Life. Your assets could be doing more for you. So could we. To get what you want out of life, make sure you are getting what you need from your assets. Contact us for a free consultation.
  • With our Wealth Planning Center experts, we'll help you address issues ranging from management of risk to philanthropy. We can help ensure that, whatever your objectives are, your personal and family values are at the heart of all of your planning.
Jonathan B. Rada is licensed in the following state(s): AZ, CA, IL, LA, MD, NY, OH, OK, TN, TX, WA
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.
*Includes years at Smith Barney, affiliates and predecessor firms.
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.
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.
FEATURED REPORTS

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