JB
JB

Jalisa Beckwith

6 Years of Experience
Baltimore, MD
Broker

Jalisa Beckwith is a registered investment advisor at Morgan Stanley, based in Baltimore, MD, with 6 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

1300 Thames Street, Thames Street Wharf, Baltimore, MD, 21231

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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

Jalisa works as a companion aide at Senior Helpers, assisting elderly clients with daily needs. This non-investment related activity takes about 10-20% of her time.

Employment History
Current Registrations
Morgan StanleyBroker
November 2025 - Present · 6 mos
Morgan Stanley
November 2025 - Present · 6 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
May 2024 - November 2025 · 1 yr 6 mos
T. Rowe Price Investment Services, INC.Broker
May 2024 - November 2025 · 1 yr 6 mos
Morgan StanleyBroker
November 2022 - April 2024 · 1 yr 5 mos
Morgan Stanley
November 2022 - April 2024 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2020 - October 2022 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2019 - October 2022 · 2 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.