Jesse Bromberg
Jesse Bromberg is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 31 years of industry experience. Jesse is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
101 California Street 23rd Floor, San Francisco, CA, 94111
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Regulatory History (1)
Customer Dispute
December 2000Other Business Activities
Jesse is involved with Big Brother Big Sisters of the North Bay as an investment subcommittee member, spending minimal time reviewing investment performance. He also owns rental properties and is a manager of Cabo Aviation Partners, LLC, a private plane operation.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Ba Investment Services, INC.Broker
State Registrations44 states
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
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