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 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 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 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

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 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 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

Jessica Lui is a financial advisor with over 5 years of experience in the industry. Jessica currently works at Morgan Stanley, a large firm with assets under management ranging from $10 to $50 billion. Jessica provides advisory services to a wide range of clients, including individuals, high net worth individuals, corporations, and institutions. Jessica holds Series 66, Series 7, Series 9, Series 10, and SIE licenses and is registered in over 30 states. Jessica is also a partner in Rocky D LLC and R Square Center LLC, which are both waxing salons.

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ADVISOR BIO

Jessica Wu is an investment advisor representative who is currently registered with Morgan Stanley in Pasadena, California. Jessica Wu has been in the securities industry since July 2005 and has been registered with Morgan Stanley since June 2009. Jessica Wu has a Series 7, Series 63, and Series 66 license and is registered in 34 states for broker-dealer activity and 2 states for investment advisor activity. In addition to her work with Morgan Stanley, Jessica Wu is also an officer at J.W. Corporation, a retail handbag reseller.

SPECIALIZATIONS