Best Investors Account Sign in

Jessica E Rocha

Morgan Stanley

San Francisco, CA

CRD 7594832

Claim This Profile
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 2025-04-17
CA RA APPROVED 2025-04-11
  • TX RA
    APPROVED
    Since 2025-04-17
  • CA RA
    APPROVED
    Since 2025-04-11

Branch Locations

101 California Street 23Rd Floor, San Francisco, CA 94111 • 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 San Francisco CA 09/2024 Present
Morgan Stanley San Francisco CA 07/2023 09/2023
Winnovart London 04/2023 06/2023
Morgan Stanley San Francisco CA 07/2022 09/2022
Oakland Athletics Baseball Organization Oakland CA 05/2021 09/2022
University Of Oregon Eugene OR 09/2020 06/2024
Bishop O'dOwd High School Oakland CA 08/2016 06/2020
Morgan Stanley Private Bank, N.A New York NY 08/2026 Present
  • 09/2024 → Present
    Morgan Stanley
    San Francisco, CA
  • 07/2023 → 09/2023
    Morgan Stanley
    San Francisco, CA
  • 04/2023 → 06/2023
    Winnovart
    London
  • 07/2022 → 09/2022
    Morgan Stanley
    San Francisco, CA
  • 05/2021 → 09/2022
    Oakland Athletics Baseball Organization
    Oakland, CA
  • 09/2020 → 06/2024
    University Of Oregon
    Eugene, OR
  • 08/2016 → 06/2020
    Bishop O'dOwd High School
    Oakland, CA
  • 08/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-10
S63 Uniform Securities Agent State Law Examination 2025-03-28
  • S65 Uniform Investment Adviser Law Examination
    2025-04-10
  • S63 Uniform Securities Agent State Law Examination
    2025-03-28

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor