Jessie Edward Hawkins

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

• 09/2004 → Present
  Citigroup Global Markets Inc.
  Ventura, CA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Oxnard, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2005-01-05 → 2009-06-01
  Citigroup Global Markets Inc.
  Ventura, CA
  Oxnard, CA

Other Businesses

*413607 - Hope and Thayer I LLC; Investment related No; Roswell, GA; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); Oct 2020; During business hours: 0; After business hours: 2. *528107 - United Way of Ventura County; Investment related: No; Ventura, California; Children/Youth, Civic/Community, Disaster Relief, Economic Assistance, Education; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 1; Administrative, Business Development/Growth, Fundraising *545003- Trust; Investment related-Yes; Ojai, California; 03/2023; During business hours: 1; After business hours: 4; Estate Administration

Exams

• S66 Uniform Combined State Law Examination
  2004-12-23