Jessica Best is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 9 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
595 South Federal Highway, Suite 400, Boca Raton, FL, 33432
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
June 2025 - Present · 11 mos
Morgan Stanley
June 2025 - Present · 11 mos
Previous Registrations
UBS Financial Services INC.
July 2024 - June 2025 · 11 mos
UBS Financial Services INC.Broker
July 2024 - June 2025 · 11 mos
Fidelity Personal and Workplace Advisors
July 2022 - May 2024 · 1 yr 10 mos
Fidelity Brokerage Services LLCBroker
June 2022 - May 2024 · 1 yr 11 mos
Charles Schwab & CO., INC.
September 2016 - April 2022 · 5 yrs 7 mos
Charles Schwab & CO., INC.Broker
February 2016 - April 2022 · 6 yrs 2 mos
Jackson National Life Distributors LLCBroker
September 2015 - October 2015 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.