JI
JI

Jared Ines

2 Years of Experience
Walnut Creek, CA
Broker

Jared Ines is a registered investment advisor at Morgan Stanley, based in Walnut Creek, CA, with 2 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

1333 North California Boulevard, Suite 133, Walnut Creek, CA, 94596

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

The provided text only contains the name and location of an entity, Wendy Gillespie Center for Advancing Global Business. There is no information about Jared or his business activities.

Employment History
Current Registrations
Morgan StanleyBroker
January 2026 - Present · 6 mos
Morgan Stanley
January 2026 - Present · 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2023 - January 2026 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2023 - January 2026 · 2 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jared Ines - Financial Advisor | TrueAdvisor