Jesse Woodcox is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, with 21 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
680 West 10000 South, South Jordan, UT, 84095
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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 →Employment History
Current Registrations
Morgan StanleyBroker
January 2023 - Present · 3 yrs 4 mos
Morgan Stanley
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
E*trade Capital Management, LLC
April 2016 - September 2023 · 7 yrs 5 mos
E*trade Securities LLCBroker
April 2016 - September 2023 · 7 yrs 5 mos
Wells Fargo Advisors, LLC
June 2014 - April 2016 · 1 yr 10 mos
Wells Fargo Advisors, LLCBroker
February 2011 - April 2016 · 5 yrs 2 mos
Fidelity Brokerage Services LLCBroker
November 2004 - January 2011 · 6 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.