Jia He is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 15 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
2775 Sand Hill Road, Suite 120, Menlo Park, CA, 94025
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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
December 2014 - Present · 11 yrs 5 mos
Morgan Stanley
December 2014 - Present · 11 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2011 - March 2013 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2011 - March 2013 · 1 yr 5 mos
Wells Fargo Investments, LLCBroker
July 2009 - June 2010 · 11 mos
Wells Fargo Investments, LLC
July 2009 - June 2010 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2007 - January 2009 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2006 - January 2009 · 2 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.