Jesse Alan Drake

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

• 07/2018 → 12/2018
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2004 → 07/2018
  Community First Credit Union
  Neenah, WI
• 02/2019 → Present
  Morgan Stanley
  Green Bay, WI

Previous Registrations

• 2018-11-01 → 2018-12-19
  Cambridge Investment Research Advisors, Inc.
  Neenah, WI

Other Businesses

1.Neenah Joint School District; Investment related: No; Education; Employee(proprietor, partner, officer, director, employee, trustee, agent); Apr 2019; During business hours: 0; After business hours: 3; Athletic event worker

Exams

• S66 Uniform Combined State Law Examination
  2018-09-28

Other Names

• Jesse Drake
• Jesse Alan Drake