JE
JE

Jesse Eaton

30 Years of Experience
Scarborough, ME
Broker

Jesse Eaton is a registered investment advisor at Morgan Stanley, based in Scarborough, ME, with 30 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
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Location

Scarborough, ME

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Jesse is a board member for Williston Northampton School, serving on the Investment and Finance Committees. This takes minimal time and is not investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
March 2024 - Present · 2 yrs 2 mos
Morgan Stanley
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2007 - March 2024 · 16 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
September 2007 - March 2024 · 16 yrs 6 mos
Lehman Brothers INC.
June 2003 - September 2007 · 4 yrs 3 mos
Lehman Brothers INC.Broker
May 2001 - September 2007 · 6 yrs 4 mos
J.P. Morgan Securities INC.Broker
February 2000 - May 2001 · 1 yr 3 mos
Hambrecht & Quist LLCBroker
October 1997 - February 2000 · 2 yrs 4 mos
Lebenthal & CO., INC.Broker
February 1997 - October 1997 · 8 mos
Pruco Securities CorporationBroker
January 1996 - February 1997 · 1 yr 1 mo
State Registrations46 states
ARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.