Jesse Walton is a CFP-designated registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 26 years of industry experience. Jesse is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
5 Concourse Parkway, Suite 2000, Atlanta, GA, 30328
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2011Criminal
July 2001Criminal
December 1995Other Business Activities
Jesse is on the Finance Committee for The Walker School, an independent private school in Marietta, GA, since March 2024. He dedicates a few hours per week to fundraising and supporting the school with financial decisions.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations43 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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