ADVISOR BIO

Jesse Zimmer has been in the financial services industry since September 1998. Jesse is currently registered with Morgan Stanley. Previously, Jesse was registered with MORGAN STANLEY & CO. INCORPORATED, WELLS FARGO INVESTMENTS, LLC and WELLS FARGO SECURITIES INC. Jesse is licensed in 31 states and the District of Columbia, and holds several industry licenses and certifications, including Series 7, Series 31, Series 63, and Series 65. Jesse is also a member of the Burlingame Community Education Foundation Investment Committee.

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ADVISOR BIO

Jesse Mafra Flatt is a financial advisor with City National Rochdale. Jesse has been in the financial services industry since 2010. Jesse holds a Series 63, 66, 7, 31, and SIE licenses, and is registered to provide investment advisory services in over 40 states. Jesse previously worked at Invesco Distributors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley Smith Barney. Jesse is a CFA charterholder.

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ADVISOR BIO

Jesse A. Renda is an investment advisor representative at Charles Schwab Investment Management, Inc. Jesse has been in the industry since 2018 and is registered with the state of Florida. Jesse specializes in providing financial advice to individuals, businesses, and investment companies. Jesse is committed to providing clients with personalized financial planning and investment management services.

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ADVISOR BIO

Jesse Garrett Mazza is a financial advisor with Morgan Stanley. Jesse has been in the financial services industry since 2012. Jesse is registered with the state of California. Jesse is Series 6, 7, and 63 licensed. Jesse specializes in Asset Allocation Advice, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Investment Companies. Jesse is located in the VALENCIA office of Morgan Stanley.

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ADVISOR BIO

Jesse Starr is a financial advisor at Morgan Stanley with over 15 years of experience in the industry. Jesse has worked with various firms, including Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC. Jesse holds the Series 66, Series 7, and SIE licenses. Jesse is registered with FINRA and the state of California. Jesse is also a Certified Financial Planner. Jesse specializes in providing asset allocation advice, financial planning, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Jesse Blount is a financial advisor with Morgan Stanley. Jesse has been in the industry since 1985 and has experience in both the brokerage and investment advisory fields. Jesse has a broad range of licenses and registrations, which include Series 63, Series 65, Series 7 and SIE. Prior to joining Morgan Stanley in 2009, Jesse worked at Morgan Stanley DW Inc. and First Jersey Securities, Inc. Jesse specializes in providing financial planning, portfolio management and asset allocation advice to individuals, high-net-worth individuals, corporations, trusts, estates, charitable organizations, retirement plans, and insurance companies.

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ADVISOR BIO

Jesse Michael Neerdaels is a financial advisor with over 20 years of experience in the industry. Jesse has worked with Allspring Funds Management, LLC since 2024. Prior to joining Allspring Funds Management, LLC, Jesse was a registered representative with Thornburg Securities LLC, Touchstone Securities, Inc., Wells Fargo Funds Distributor, LLC, and Strong Investments, Inc. Jesse holds the Series 7, Series 63, Series 65, and SIE licenses. Jesse specializes in providing investment advisory services to individuals, businesses, and investment companies.

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ADVISOR BIO

Jesse Marshal Bromberg is a financial advisor registered with Morgan Stanley. Jesse has been in the industry since 1995 and holds multiple licenses including Series 7, 31, 63, and 65. Jesse is registered in multiple states including Alabama, Arizona, Arkansas, and California.

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ADVISOR BIO

Jessica Ann Sheaffer is a registered representative with Morgan Stanley. Jessica is registered to provide investment advice in 46 states and the District of Columbia. Jessica has been in the securities industry for 8 years. Jessica offers a wide range of financial services, including financial planning, asset allocation advice, and portfolio management. Jessica has experience working with high-net-worth individuals, corporations, and other institutions. Jessica has a series 7, 66, and SIE license. Jessica's firm, Morgan Stanley, is a global financial services firm with approximately $10 billion to $50 billion in assets under management. Morgan Stanley provides investment banking, securities, investment management, and wealth management services.

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ADVISOR BIO

Jessica Locatelli is an Investment Advisor Representative at Morgan Stanley. Jessica has been in the financial services industry since December 2011. Jessica is registered with the state of California, Texas, and the Financial Industry Regulatory Authority (FINRA). Jessica has passed the Series 66, Series 7, Series 31, and the Securities Industry Essentials (SIE) exams. Jessica is a member of the Programs Committee of the Santa Cruz County Community Foundation and the Finance Committee of The Community Foundation of Santa Cruz County.

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