JB
JB

Jean-Paul Brescia

27 Years of Experience
Mount Laurel, NJ
Broker

Jean-Paul Brescia is a registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, 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

330 Fellowship Road, Mount Laurel, NJ, 08054

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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

Jean-Paul is involved in property management through Pax Nauticus LLC since December 2016. This activity takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
September 2016 - Present · 9 yrs 8 mos
Morgan StanleyBroker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2006 - September 2016 · 9 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2006 - September 2016 · 9 yrs 9 mos
Citigroup Global Markets INC.
May 2002 - December 2006 · 4 yrs 7 mos
Citigroup Global Markets INC.Broker
May 2001 - December 2006 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1999 - June 2001 · 2 yrs 4 mos
State Registrations19 states
CACODCDEFLGAIDMAMDMINCNJNYOHPASCTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jean-Paul Brescia - Financial Advisor | TrueAdvisor