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Jackson Samuel Sessler

Morgan Stanley

New York, NY

CRD 7472829

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-02
NY RA APPROVED 2022-07-28
  • TX RA
    APPROVED
    Since 2022-09-02
  • NY RA
    APPROVED
    Since 2022-07-28

Branch Locations

55 East 52Nd Street 28Th Floor, New York, NY 10055 • 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
Morgan Stanley Smith Barney Llc New York NY 12/2021 Present
T. Rowe Price Owings Mills MD 06/2020 08/2020
T. Rowe Price Owings Mills MD 06/2019 08/2019
Arrow Investment Advisors Laurel MD 06/2018 08/2018
Biegel Waller Investment Advisory Services Columbia MD 08/2017 08/2017
Unemployed Fulton MD 05/2021 12/2021
University Of South Carolina Columbia SC 08/2020 05/2021
University Of South Carolina Columbia SC 08/2017 05/2018
University Of South Carolina Columbia SC 08/2018 05/2019
University Of South Carolina Columbia SC 08/2019 05/2020
Full-Time Student Fulton MD 12/2010 06/2017
  • 12/2021 → Present
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 06/2020 → 08/2020
    T. Rowe Price
    Owings Mills, MD
  • 06/2019 → 08/2019
    T. Rowe Price
    Owings Mills, MD
  • 06/2018 → 08/2018
    Arrow Investment Advisors
    Laurel, MD
  • 08/2017 → 08/2017
    Biegel Waller Investment Advisory Services
    Columbia, MD
  • 05/2021 → 12/2021
    Unemployed
    Fulton, MD
  • 08/2020 → 05/2021
    University Of South Carolina
    Columbia, SC
  • 08/2017 → 05/2018
    University Of South Carolina
    Columbia, SC
  • 08/2018 → 05/2019
    University Of South Carolina
    Columbia, SC
  • 08/2019 → 05/2020
    University Of South Carolina
    Columbia, SC
  • 12/2010 → 06/2017
    Full-Time Student
    Fulton, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-28
  • S66 Uniform Combined State Law Examination
    2022-07-28
Other Names
  • Jack Sessler
  • Jackson S Sessler

View on SEC IAPD

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