Jessica
Chamberlin

Morgan Stanley

CRD#5994396
Investment Advisor
in Manchester, NH

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About this Advisor

Jessica Chamberlin is a financial advisor who works out of Manchester, New Hampshire, with a total of 4 years of relevant experience. Chamberlin currently works for Morgan Stanley. Their career trajectory has included roles at Lincoln Financial Securities and Morgan Stanley. Chamberlin has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to serve investors in New Hampshire and Texas. Morgan Stanley is a financial advisory firm that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 employees. It handles $1 trillion in assets across its 2,233,188 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets. Morgan Stanley offers 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 charged by financial advisors typically are based on the financial services. Fees billed by Morgan Stanley likely are comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

1000 Elm Street
Manchester, NH 03101

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

NH Average: 88
Total Number of Accounts

2,233,188

NH Average: 3,892
Average Account Size

$530,659

NH 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

Jessica Chamberlin Work History

Jessica has been registered as a financial advisor for 4 years.*

2016 - Present (8 years)

Morgan Stanley

2011 - 2016 (5 years)

Lincoln Financial Securities

*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 Jessica Chamberlin 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

Daniel Evans
New York, NY
Beth Prospero
Jersey City, NJ
Seth Hart
New York, NY
Allan House
Baltimore, MD
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
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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