JD
JD

Jesse Drake

7 Years of Experience
Green Bay, WI
Broker

Jesse Drake is a registered investment advisor at Morgan Stanley, based in Green Bay, WI, with 7 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

111 North Washington Street, Suite 410, Green Bay, WI, 54301

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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

Jesse works for the Neenah Joint School District as an athletic event worker and for the Fox Cities Marathon providing race event recommendations. Both activities take minimal time outside of business hours and are not investment-related.

Employment History
Current Registrations
Morgan Stanley
March 2019 - Present · 7 yrs 6 mos
Morgan StanleyBroker
March 2019 - Present · 7 yrs 6 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
November 2018 - December 2018 · 1 mo
Cambridge Investment Research, INC.Broker
July 2018 - December 2018 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.