JZ
JZ

Jesse Zimmer

27 Years of Experience
Palo Alto, CA
Broker

Jesse Zimmer is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 27 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

245 Lytton Avenue, Suite 200, Palo Alto, CA, 94301

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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.

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Other Business Activities

Jesse is a member of the Investment Committee for the Burlingame Community Education Foundation, a charity raising money for Burlingame Schools. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
February 2008 - June 2009 · 1 yr 4 mos
Morgan Stanley & CO. IncorporatedBroker
February 2008 - June 2009 · 1 yr 4 mos
Wells Fargo Investments, LLC
May 2001 - February 2008 · 6 yrs 9 mos
Wells Fargo Investments, LLCBroker
May 2001 - February 2008 · 6 yrs 9 mos
Wells Fargo Securities INC.Broker
September 1998 - May 2001 · 2 yrs 8 mos
State Registrations33 states
AZCACOCTFLGAHIIAIDILINKYMAMDMIMNMONCNHNJNVNYOHOKORPASCTXUTVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jesse Zimmer - Financial Advisor | TrueAdvisor