Jessica Delareza is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, with 20 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
350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301
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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 →Employment History
Current Registrations
Morgan StanleyBroker
February 2025 - Present · 1 yr 3 mos
Morgan Stanley
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Madison Avenue Securities, LLCBroker
January 2025 - January 2025 · 0 mos
Global Wealth Management Investment Advisory, INC.
July 2022 - February 2025 · 2 yrs 7 mos
Madison Avenue Securities, LLCBroker
March 2022 - December 2023 · 1 yr 9 mos
Truist Advisory Services, INC.
May 2021 - February 2022 · 9 mos
Truist Investment Services, INC.Broker
May 2021 - February 2022 · 9 mos
Ladenburg Thalmann Asset Management INC
November 2008 - May 2021 · 12 yrs 6 mos
Ladenburg Thalmann & CO. INC.Broker
May 2007 - May 2021 · 14 yrs
Walnut Street Securities, INC.Broker
September 2006 - May 2007 · 8 mos
Southwest Securities, INC.Broker
March 2005 - February 2006 · 11 mos
UBS Securities LLCBroker
December 2004 - March 2005 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.