Victor
Jasso Franco

Morgan Stanley

CRD#7338865
Investment Advisor
in Brea, CA

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About this Advisor

Victor Jasso Franco is a financial advisor who works out of Brea, California with a total of 1 year of relevant experience. Jasso Franco works at Morgan Stanley. The advisor has gained experience at Morgan Stanley Smith Barney LLC, California State University Long Beach, Citi Staff Solutions, Jack In The Box, Godspeed Logistics LLC, Norco College, Emma'S Cleaning Service and Corona High School. Jasso Franco holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California and Texas. Morgan Stanley is an advisory company that has its headquarters in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 employees. It oversees $1 trillion in assets between its 2,233,188 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% belong to high-net-worth investors who have greater than $1 million in investable assets. The company has a number 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. Fees charged by financial advisors typically vary depending on the financial services provided. However, fees billed by Morgan Stanley likely are comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Ten Pointe Drive Suite 400
Brea, CA 92821

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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

Victor Jasso Franco Work History

Victor has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Morgan Stanley Smith Barney LLC

2020 - 2021 (1 year)

Godspeed Logistics LLC

2018 - 2020 (2 years)

California State University Long Beach

2015 - 2016 (1 year)

Emma'S Cleaning Service

2014 - 2018 (4 years)

Citi Staff Solutions

2014 - 2018 (4 years)

Norco College

2013 - 2014 (1 year)

Jack In The Box

2011 - 2014 (3 years)

Corona High School

*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 Victor Jasso Franco 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

Seth Hart
New York, NY
Beth Prospero
Jersey City, NJ
Ellen Spitz
Garden City, NY
Margret Birch
Oak Brook, IL
Charles Doering
Walnut Creek, CA
Allan House
Baltimore, MD
Calvin Mason
Pueblo, CO
William Dilodovico
Fort Lauderdale, FL

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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