JB
JB

Jessica Bellamy

24 Years of Experience
Charleston, SC
Broker

Jessica Bellamy is a registered investment advisor at Morgan Stanley, based in Charleston, SC, with 24 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

850 Morrison Drive, Suite 800, Charleston, SC, 29403

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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

Jessica owns Bellamy Property, a single member LLC, since 2012. She also owns Bellamy Property III, LLC, a rental real estate holding company, since 2017, dedicating minimal time to these activities.

Employment History
Current Registrations
Morgan Stanley
November 2011 - Present · 14 yrs 6 mos
Morgan StanleyBroker
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Bnp Paribas Securities CORP.Broker
May 2004 - March 2008 · 3 yrs 10 mos
Morgan Stanley & CO., IncorporatedBroker
December 1997 - April 2004 · 6 yrs 4 mos
State Registrations40 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.