Jessica Locatelli is a registered investment advisor at Morgan Stanley, based in Santa Cruz, CA, 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.
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Location
6004 La Madrona Drive, Santa Cruz, CA, 95060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jessica is involved with Boulder Creek Stables, a private horse boarding company, since 2016. She also serves on the advisory and finance committees for two non-profit community foundations in Santa Cruz County, dedicating minimal time to these roles.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations36 states
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