JW
CFP
JW
CFP
Jesse Walton is a CFP-designated registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 25 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
5 Concourse Parkway, Suite 2000, Atlanta, GA, 30328
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Regulatory History (3)
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Customer Dispute
July 2011Denied
Criminal
July 2001Final Disposition
Criminal
December 1995Final Disposition
Other 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
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 2005 - April 2007 · 1 yr 5 mos
Morgan Stanley Dw INC.Broker
November 2005 - April 2007 · 1 yr 5 mos
Citigroup Global Markets INC.
April 2003 - November 2005 · 2 yrs 7 mos
Citigroup Global Markets INC.Broker
July 2000 - November 2005 · 5 yrs 4 mos
State Registrations43 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNENJNMNVNYOHOKPARISCTNTXVAWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.