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Jessica B Miller

Morgan Stanley

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About Jessica B Miller

Jessica Miller is a registered representative with Morgan Stanley. Jessica has been in the securities industry since 1998 and has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC OF AMERICA INVESTMENT SERVICES, INC. Jessica is licensed to sell securities in 53 states. Jessica also holds FINRA Series 3, 6, 7, 9, 10, 24, 31, and SIE licenses and the Uniform Combined State Law Examination. Jessica is a Board Member of the San Antonio Food Bank and is an Officer at JBM Holdings, Inc.

Firm Information

Jessica Miller is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Jessica Miller’s Registration & Firm History

TX

08/16/2021 - Present

Morgan Stanley (San Antonio TX)

TX

02/28/2003 - 08/03/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)

MA

05/18/2009 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

08/24/2001 - 02/28/2003

FAM DISTRIBUTORS, INC. (NEW YORK NY)

NY

05/10/2000 - 06/28/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

01/22/1998 - 03/24/2000

PRINCETON FUNDS DISTRIBUTOR, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/18/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/25/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/16/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/21/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2018

Series 3 - National Commodity Futures Examination

BC

Issued 03/30/2016

Series 31 - Futures Managed Funds Examination

BC

Issued 02/09/1999

Series 7 - General Securities Representative Examination

BC

Issued 01/16/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jessica B Miller.
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