JB
JB

Jessica Bernowitz

29 Years of Experience
Palm Beach, FL
Broker

Jessica Bernowitz is a registered investment advisor at Morgan Stanley, based in Palm Beach, FL, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

450 Royal Palm Way, 5th Floor, Palm Beach, FL, 33480

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Jessica is involved with a trust since 2006, dedicating minimal time outside business hours. She is also an estate administrator since 2020, dedicating minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
February 2020 - Present · 6 yrs 3 mos
Morgan StanleyBroker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2015 - March 2020 · 5 yrs
J.P. Morgan Securities LLCBroker
December 2014 - March 2020 · 5 yrs 3 mos
Citigroup Global Markets INC.Broker
January 2003 - October 2003 · 9 mos
Kirlin Securities INC.Broker
February 1996 - April 2001 · 5 yrs 2 mos
Goldman Capital Management, INC.Broker
January 1986 - February 1996 · 10 yrs 1 mo
Shearson Lehman Brothers INC.Broker
January 1985 - March 1986 · 1 yr 2 mos
Individual's Securities LTD.Broker
February 1984 - November 1984 · 9 mos
First Investors CorporationBroker
October 1983 - February 1984 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jessica Bernowitz - Financial Advisor | TrueAdvisor