EJ
EJ

Elese Jackson

24 Years of Experience
Houston, TX
Broker

Elese Jackson is a registered investment advisor at Morgan Stanley, based in Houston, TX, 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

2800 Post Oak Boulevard, 18th Floor, Houston, TX, 77056

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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

Elese is an independent beauty consultant for Mary Kay since 2003, dedicating minimal time to cosmetic sales. Elese also works as a sales associate at The Children's Place, dedicating about half of her time to retail sales since 2004.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2005 - June 2009 · 4 yrs 4 mos
Citigroup Global Markets INC.
February 2005 - June 2009 · 4 yrs 4 mos
Charles Schwab & CO., INC.Broker
March 2004 - January 2005 · 10 mos
Charles Schwab & CO., INC.
March 2004 - January 2005 · 10 mos
Chase Investment Services CORP.
July 2003 - March 2004 · 8 mos
Chase Investment Services CORP.Broker
July 2003 - March 2004 · 8 mos
Charles Schwab & CO., INC.
October 2002 - May 2003 · 7 mos
Charles Schwab & CO., INC.Broker
May 2001 - May 2003 · 2 yrs
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.