Jerald
Sax
Morgan Stanley
Answer a few questions and
get matched with an advisor.
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
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$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
Jerald Sax Work History
Jerald has been registered as a financial advisor for 8 years.*
Morgan Stanley
Morgan Stanley Private Bank, National Association
Tri Counties Bank Investment Services
Raymond James Financial Services Advisors, Inc
Raymond James Financials Ervices, Inc
Tri Counties Bank
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
New York, NY
Saint Louis, MO
New York, NY
Baltimore, MD
Walnut Creek, CA
Billings, MT
Pueblo, CO
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.