JH
JH

Joshua Hester

7 Years of Experience
Melbourne, FL
Broker

Joshua Hester is a registered investment advisor at Morgan Stanley, based in Melbourne, FL, with 7 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

8150 North Wickham Road, Melbourne, FL, 32940

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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.

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Other Business Activities

Joshua is a sole proprietor/owner of Melbourne Boomerange Company, a retail/online store, and a contractor for Sky Advertising. He also serves as a board member and president for the Propeller Club of Port Canaveral and is on the advisory board for Viera Elementary School Advisory Council.

Employment History
Current Registrations
Morgan Stanley
March 2019 - Present · 7 yrs 2 mos
Morgan StanleyBroker
January 2019 - Present · 7 yrs 4 mos
State Registrations39 states
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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.
Joshua Hester - Financial Advisor | TrueAdvisor