Jesse David Zimmer

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Palo Alto, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2008-02-04 → 2009-06-01
  Morgan Stanley & Co. Llc
  Palo Alto, CA
• 2001-05-15 → 2008-02-01
  Wells Fargo Investments, Llc
  Palo Alto, CA
  Palo Alto, CA

Other Businesses

1.Burlingame Community Education Foundation; Not Investment related; Charity to raise money for Burlingame Schools; Member of the Investment Committee(proprietor, partner, officer, director, employee, trustee, agent); Mar 2016; During business hours: 0; After business hours: .01

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-08
• S63 Uniform Securities Agent State Law Examination
  1998-09-21