Jessica
Roeder

Morgan Stanley

CRD#5843569
Investment Advisor
in Boston, MA
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About this Advisor

Jessica Roeder is a certified financial planner operating in Boston, Massachusetts, who has been in the financial industry for 10 years. Roeder is on the advisory team at Morgan Stanley. During their career, the advisor has held roles at Connecticut College, Hightower Advisors LLC, Treasury Partners, Morgan Stanley Private Bank, N.A, Self-Employment, Eaton Vance Distributors, Inc and Eaton Vance Management. Roeder maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and can advise clients in Connecticut and Texas. Morgan Stanley is an advisory firm that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 702 locations and a total of 26,000 advisors. It handles $735 billion in total assets between its 1,724,668 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 283 charitable organizations. The company performs a diverse assortment 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 largely are based on which services the firm provides the client. However, fee types billed by Morgan Stanley likely consist of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 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

No

Office Location

High Street Tower 125 High Street
Boston, MA 02110

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

MA Average: 88
Total Number of Accounts

1,815,592

MA Average: 3,892
Average Account Size

$401,659

MA 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

Jessica Roeder Work History

Jessica has 10 years of experience.

2017 - Present (2 years)

Morgan Stanley Private Bank, N.A

2017 - Present (2 years)

Morgan Stanley Smith Barney LLC

2015 - 2017 (2 years)

Eaton Vance Distributors, Inc

2015 - 2017 (2 years)

Eaton Vance Management

2011 - 2015 (4 years)

Eaton Vance Management

2011 - 2015 (4 years)

Eaton Vance Distributors, Inc

2010 - 2010 (< 1 year)

Self-Employment

2010 - 2011 (1 year)

Eaton Vance Distributors, Inc

2010 - 2011 (1 year)

Eaton Vance Management

2009 - 2009 (< 1 year)

Hightower Advisors LLC, Treasury Partners

2009 - 2010 (1 year)

Connecticut College

2008 - 2009 (1 year)

Connecticut College

Disclosures

Jessica Roeder has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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