Coos Bay, OR Office

Jonathan Hanson is a Series 66 licensed financial advisor with Morgan Stanley, based in Coos Bay, Oregon. He has 10 years of industry experience and has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is involved in a consulting business serving mining and construction companies through Resource Matters, LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through employer financial planning agreements.

Taylor Cribbins is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley in 2023, Taylor’s background includes roles in legal and legislative research, as well as work with environmental organizations such as the Coos Watershed Association and the South Slough National Estuarine Research Reserve. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies, including Monte Carlo simulations and input from its Global Investment Committee.

Joshua Nicolaus is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked in education and hospitality, including roles at Coos Bay Public Schools and Cafe Mediterranean. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery and firm-approved planning tools.

John Nicolaus is a financial advisor with Morgan Stanley in Coos Bay, Oregon, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020 and previously spent 15 years at CUSO Financial Services, LP. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its approach.

Jill Fulmer is a financial advisor with Morgan Stanley in Coos Bay, OR, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley and its affiliates since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and scenario modeling but requires clients to implement and maintain their plans.

Bradford Mc Keown is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Outside of his advisory role, he serves on several local boards including the Coos Watershed Association and Southwestern Community College Foundation, and is also involved as a musician through his sole proprietorship, McKeown Music. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages substantial client assets and delivers services both directly and through corporate financial planning arrangements.

Jordan Kongiser is a financial advisor with Morgan Stanley in Coos Bay, Oregon, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at M2ComSys, Mara Larin Transcription, Claims & Risk Management Services, and South Florida Medical Transcribers. Outside of finance, he provides guitar lessons. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.