Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean-paul? Claim Your ProfileJean-paul Brescia is a financial advisor with Morgan Stanley. Jean-paul has been working in the financial industry since 1999 and has a wide range of experience in investment management, financial planning, and wealth management. Jean-paul is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Jean-paul is also registered as an investment advisor representative with the state of New Jersey and Texas. In addition to Jean-paul's experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc., Jean-paul also worked at Bank of America and Morgan Stanley Private Bank, N.A. Jean-paul's specialties include investment management, financial planning, retirement planning, and estate planning. Jean-paul is committed to providing his clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
12/16/2021 - Present
Morgan Stanley (Mount Laurel NJ)
NJ
12/08/2006 - 09/12/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
NJ
05/07/2001 - 12/14/2006
CITIGROUP GLOBAL MARKETS INC. (LAWRENCEVILLE NJ)
NY
02/10/1999 - 06/12/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jean-paul Brescia is the right advisor for you? Invested Better is here to help.
