JD
JD

Jessica Downing

14 Years of Experience
Boston, MA
Broker

Jessica Downing is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 14 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

28 State Street 26th Floor, Boston, MA, 02110

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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

Jessica is involved in sales and marketing for her Etsy.com retail store. She dedicates minimal time to this activity outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
October 2012 - Present · 13 yrs 7 mos
Morgan Stanley
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
UBS Financial Services INC.Broker
February 2012 - September 2012 · 7 mos
State Registrations37 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.