Jesse Mackenzie Eaton

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  New York, NY
• 11/2016 → 03/2024
  Wells Fargo Clearing Services, Llc
  New York, NY
• 03/2024 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 03/2024 → 03/2024
  Morgan Stanley Smith Barney Llc
  Cape Elizabeth, ME
• 04/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2007-09-07 → 2024-03-12
  Wells Fargo Clearing Services, Llc
  Cape Elizabeth, ME
  New York, NY
  New York, NY
  New York, NY
  Cape Elizabeth, ME
  Cape Elizabeth, ME
• 2003-06-30 → 2007-09-13
  Lehman Brothers Inc.
  New York, NY
  New York, NY

Other Businesses

*589303 - Williston Northampton School; Investment related: No; Easthampton; Massachusetts; Education; Investment Committee, Finance Committee, Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2017; During business hours: 1; After business hours: 1; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-15
• S63 Uniform Securities Agent State Law Examination
  1996-01-17