JS
CFP
JS
CFP
Jesse Starr is a CFP-designated registered investment advisor at Morgan Stanley, based in San Diego, CA, with 18 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
16644 West Bernardo Drive, Suite 400, San Diego, CA, 92127
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Regulatory History (3)
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Employment Separation After Allegations
December 2018Customer Dispute
June 2017Settled
Customer Dispute
May 2015Denied
Other Business Activities
Jesse is a partner in Starr Ventures 1738 LLC, a real estate venture in Bozeman, Montana, since January 2025. This activity, related to investment decisions and advice, requires minimal time commitment.
Employment History
Current Registrations
Morgan StanleyBroker
June 2024 - Present · 2 yrs 1 mo
Morgan Stanley
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
February 2019 - June 2024 · 5 yrs 4 mos
Wells Fargo Advisors
January 2019 - June 2024 · 5 yrs 5 mos
J.P. Morgan Securities LLC
December 2012 - January 2019 · 6 yrs 1 mo
J.P. Morgan Securities LLCBroker
December 2012 - January 2019 · 6 yrs 1 mo
Lucia Securities, LLCBroker
September 2011 - December 2012 · 1 yr 3 mos
Rjl Wealth Management, LLC
April 2010 - December 2012 · 2 yrs 8 mos
Raymond J. Lucia Companies, INC.
July 2008 - October 2010 · 2 yrs 3 mos
First Allied Securities, INC.Broker
February 2008 - December 2011 · 3 yrs 10 mos
State Registrations19 states
AKAZCACOFLGAIDILMAMNMOMTNCNJSCSDTXWAWI
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.