Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
21,920 clients
Average Client Portfolio
$28.2M average
Assets Under Management
$619.2B

Fee Structure

Financial Planning:Investment management only
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Location

1585 Broadway, New York, NY, 10036

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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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Employment History
Current Registrations
Eaton Vance Distributors, INC.Broker
May 2025 - Present · 9 mos
Morgan Stanley Investment Management INC.
April 2025 - Present · 10 mos
Previous Registrations
Morgan Stanley Distribution, INC.Broker
April 2025 - May 2025 · 1 mo
Morgan StanleyBroker
March 2022 - April 2025 · 3 yrs 1 mo
Morgan Stanley
March 2022 - April 2025 · 3 yrs 1 mo
National Asset Management, INC.
August 2019 - June 2020 · 10 mos
National Securities CorporationBroker
April 2017 - June 2020 · 3 yrs 2 mos
State Registrations3 states
MANJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jessie A Ledesma - Financial Advisor | TrueAdvisor