JS
CFP
JS
CFP

Jesse Sailer

3 Years of Experience
Bismarck, ND
Broker

Jesse Sailer is a CFP-designated registered investment advisor at Morgan Stanley, based in Bismarck, ND, with 3 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

4207 Boulder Ridge Road, Bismarck, ND, 58503

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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 is the sole proprietor/owner of Hearth Properties, LLC, a real estate business in Bismarck, North Dakota, since 2019. He spends minimal time on property management and financial tasks related to the business after hours.

Employment History
Current Registrations
Morgan Stanley
August 2022 - Present · 3 yrs 11 mos
Morgan StanleyBroker
July 2022 - Present · 4 yrs
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.