Jesse
Walton

Morgan Stanley

CRD#4219527
Investment Advisor
in Atlanta, GA
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About this Advisor

Jesse Walton is a certified financial planner based out of Atlanta, Georgia, who has been in the financial industry for 11 years. Walton is an advisor for Morgan Stanley. Their career trajectory has included roles at Morgan Stanley & Co., Inc, Morgan Stanley and Morgan Stanley Private Bank, National Association. Walton has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia and Texas. Morgan Stanley is a company that has its headquarters in Atlanta, Georgia. The firm has offices in 702 locations and a total of 26,000 employees. It administers $735 billion in total assets among its 1,724,668 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 283 charities and foundations. The firm offers a wide set 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. A financial advisor's fees largely depend on which services the firm provides the client. However, fee types charged by Morgan Stanley most likely include some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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

Disclosures

Yes

Office Location

5 Concourse Parkway - Suite 2000
Atlanta, GA 30328

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

GA Average: 88
Total Number of Accounts

1,815,592

GA Average: 3,892
Average Account Size

$401,659

GA Average: $1,917,921

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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

Jesse Walton Work History

Jesse has 11 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2009 - Present (10 years)

Morgan Stanley

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

Disclosures

Jesse Walton has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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