Best Investors Account Sign in

Jessica Best

Morgan Stanley

Boca Raton, FL

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-24
TX RA APPROVED 2025-06-23
  • FL RA
    APPROVED
    Since 2025-06-24
  • TX RA
    APPROVED
    Since 2025-06-23

Branch Locations

595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nanny Greenwood Village CO 03/2011 10/2018
Charles Schwab & Co., Inc Boca Raton FL 01/2016 04/2022
Charles Schwab Bank Boca Raton FL 11/2018 04/2022
Fidelity Investments Ft. Lauderdale FL 05/2022 04/2024
Ubs Financial Service, Inc Boca Raton FL 07/2024 05/2025
Morgan Stanley Boca Raton FL 06/2025 Present
  • 03/2011 → 10/2018
    Nanny
    Greenwood Village, CO
  • 01/2016 → 04/2022
    Charles Schwab & Co., Inc
    Boca Raton, FL
  • 11/2018 → 04/2022
    Charles Schwab Bank
    Boca Raton, FL
  • 05/2022 → 04/2024
    Fidelity Investments
    Ft. Lauderdale, FL
  • 07/2024 → 05/2025
    Ubs Financial Service, Inc
    Boca Raton, FL
  • 06/2025 → Present
    Morgan Stanley
    Boca Raton, FL
Previous Registrations
  • 2024-07-25 → 2025-06-05
    Ubs Financial Services Inc.
    Boca Raton, FL
    Boca Raton, FL
  • 2022-07-14 → 2024-05-15
    Fidelity Personal And Workplace Advisors
    Ft. Lauderdale, FL
  • 2016-09-26 → 2022-04-29
    Charles Schwab & Co., Inc.
    Lone Tree, CO
    Wayzata, MN
    Minneapolis, MN
    Boca Raton, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-26
S63 Uniform Securities Agent State Law Examination 2015-12-15
  • S66 Uniform Combined State Law Examination
    2016-09-26
  • S63 Uniform Securities Agent State Law Examination
    2015-12-15
Other Names
  • Jessica Lynn Best

View on SEC IAPD

Other Firms

SUN CAPITAL ADVISORS, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
ISAM FUNDS (USA) LLC
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

More in Boca Raton, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor