Josef
Hess

Morgan Stanley

CRD#1132263
Investment Advisor
in Indianapolis, IN

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About this Advisor

Josef Hess is a financial advisor working in Indianapolis, Indiana who has 14 years of industry experience. Hess is an employee of Morgan Stanley. Throughout their career, Hess has worked at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Hess holds a Series 63 license, which qualifies them as a securities broker, and is able to work in Indiana. Morgan Stanley is a firm based out of Purchase, NY. The firm has offices in 930 locations and a total of 28,000 employees. It handles $1 trillion in assets between its 2,233,188 accounts, making it one of the largest firms in the country by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a number 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. Fees for financial advisory services vary depending on which services are offered. Fees billed by Morgan Stanley likely are comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years Registered*

14 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

800 East 96Th Street Suite 400
Indianapolis, IN 46240

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

IN Average: 88
Total Number of Accounts

2,233,188

IN Average: 3,892
Average Account Size

$530,659

IN 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

Josef Hess Work History

Josef has been registered as a financial advisor for 14 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2009 - Present (15 years)

Morgan Stanley Smith Barney

1993 - Present (31 years)

Citigroup Global Markets Inc

*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 Josef Hess to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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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