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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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Jesse Walton Work History
Jesse has 11 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley & Co., Inc
Jesse Walton has disclosures.
Please visit their SEC profile for more details.