Jared
Grimes
Morgan Stanley
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About this Advisor
Jared Grimes is a financial advisor who works in San Francisco, California with a total of 8 years of industry experience. Grimes is on the advisory team at Morgan Stanley. Throughout their career, Grimes has worked at Morgan Stanley, Morehouse College, American Honda Motors, Voya Investment Management and Morgan Stanley Private Bank, N.A. Grimes maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Morgan Stanley is a firm that has its headquarters in Purchase, NY. The company has offices in 930 locations and a total of 28,000 advisors. It handles $1 trillion in assets under management across its 2,233,188 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets. Morgan Stanley performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees usually depend on the type of services provided. Fees charged by Morgan Stanley most likely are comprised of any combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,185,061,196,999
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
28,000
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2,233,188
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$530,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jared Grimes Work History
Jared has been registered as a financial advisor for 8 years.*
Morgan Stanley
Morgan Stanley Private Bank, N.A
Morgan Stanley
Voya Investment Management
American Honda Motors
Morehouse College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jared Grimes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Oak Brook, IL
Baltimore, MD
Oakland, CA
Garden City, NY
Walnut Creek, CA
New York, NY
Pueblo, CO
Blue Bell, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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