Jerald
Sax

Morgan Stanley

CRD#2474210
Investment Advisor
in Redding, CA

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About this Advisor

Jerald Sax is a financial advisor based in Redding, California with a total of 8 years of industry experience. Sax is on the advisory team at Morgan Stanley. Sax has gained experience at Tri Counties Bank, Raymond James Financials Ervices, Inc, Morgan Stanley, Tcb Insurance Services, Raymond James Financial Services Advisors, Inc, Tri Counties Bank Investment Services and Morgan Stanley Private Bank, National Association. Sax has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to advise clients in California and Texas. Morgan Stanley is a financial advisory firm that has its headquarters in Purchase, NY. The company has offices in 930 locations and a total of 28,000 advisors. It administers $1 trillion in total assets across its 2,233,188 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business has a diverse array of services, such as 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 fee schedules largely vary depending on which service is provided. However, fees charged by Morgan Stanley likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

310 Hemsted Drive Suite 100
Redding, CA 96002

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

CA Average: $7,464,549,021
Total Number of Employees

28,000

CA Average: 88
Total Number of Accounts

2,233,188

CA Average: 3,892
Average Account Size

$530,659

CA Average: $1,917,921

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

Jerald Sax Work History

Jerald has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Morgan Stanley

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2012 - 2015 (3 years)

Tri Counties Bank Investment Services

2009 - 2015 (6 years)

Raymond James Financial Services Advisors, Inc

2000 - 2015 (15 years)

Raymond James Financials Ervices, Inc

1994 - 2015 (21 years)

Tri Counties Bank

1994 - 2015 (21 years)

Tcb Insurance Services

*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 Jerald Sax 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

Daniel Evans
New York, NY
Dori Stegmann
Saint Louis, MO
Seth Hart
New York, NY
Allan House
Baltimore, MD
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
Ellen Spitz
Garden City, NY

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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