JF
JF

Jesse Friedman

23 Years of Experience
New York, NY
Broker

Jesse Friedman is a registered investment advisor at Morgan Stanley, based in New York, NY, with 23 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
Loading...

Location

55 East 52nd Street, 7th Floor, New York, NY, 10055

Get directions

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.

Learn about disclosures →
Other Business Activities

Jesse is involved with ESF Endeavors, a technology company, as a proprietor, partner, officer, director, employee, trustee, or agent since October 2024. This activity does not appear to take any time during or after business hours.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs 2 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
March 2004 - April 2008 · 4 yrs 1 mo
Oppenheimer & CO. INC.Broker
January 2003 - February 2004 · 1 yr 1 mo
Cibc World Markets CORP.Broker
May 2002 - January 2003 · 8 mos
State Registrations42 states
ALARAZCACOCTDCDEFLGAHIIDILINKYLAMAMDMEMIMNMSMTNCNENHNJNVNYOHORPAPRSCSDTNTXUTVAVTWAWY
AdvisorBrokerBoth

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
No exam information available for this advisor.