Cole Financial Advisors
44yrs
Top advisor by experience in Provo
28yrs
Jonathan Pack is a fiduciary financial advisor in Provo, Utah, with 28 years in the industry. Jonathan joined Morgan Stanley in 2022, after 23 years at Merrill. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 154 advisors with offices in Provo, and one of 151 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 15% by experience in Utah
Office5255 North Edgewood Drive Suite 275, Provo, UT 84604
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowMorgan StanleyCurrent firm
- 1999 – 2022MerrillPreviously
Contact Jonathan
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Jonathan. 5255 North Edgewood Drive Suite 275Provo, UT 84604Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Morgan Stanley at (914) 225-5510 and ask for Jonathan Pack. Jonathan works from the Provo, UT office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1999, about 28 years. Top 15% by experience in Utah.
What licenses does Jonathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
44yrs
Top 1% by experience in Provo
Merrill
40yrs
Top 2% by experience in Provo
Raymond James Financial Services Advisors
39yrs
Top 3% by experience in Provo
Osaic Wealth
38yrs
Top 3% by experience in Provo
Merrill
38yrs
Top 4% by experience in Provo