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Jessica Cori Deakins

Morgan Stanley

Stuart, FL

CRD 5203653

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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_RES 2020-04-08
FL RA APPROVED 2011-11-17
  • TX RA
    APPROVED_RES
    Since 2020-04-08
  • FL RA
    APPROVED
    Since 2011-11-17

Branch Locations

729 South West Federal Highway Suite 300, Stuart, FL 34994 • 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 Stuart FL 03/2010 Present
  • 03/2010 → Present
    Morgan Stanley Smith Barney
    Stuart, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-15
S63 Uniform Securities Agent State Law Examination 2011-05-06
  • S65 Uniform Investment Adviser Law Examination
    2011-11-15
  • S63 Uniform Securities Agent State Law Examination
    2011-05-06
Other Names
  • Jessica C Goldberg
  • Jessica Goldberg
  • Jessica Cori Goldberg
  • Jessica Cori Deakins
  • Jessica Cori Deakins
  • Jessica Cori Goldberg

View on SEC IAPD

Nearby Firms

DUNN CAPITAL MANAGEMENT
RAYMOND JAMES & ASSOCIATES, INC.
JANNEY MONTGOMERY SCOTT LLC

Nearby Investors

ANTHONY JAMES LOSH
JACQUELINE ANN BISHOP BURKE
CHARLENE THERESA LANGFORD

Nearby Offices

DUNN CAPITAL MANAGEMENT · STUART, FL
RAYMOND JAMES & ASSOCIATES, INC. · STUART, FL
JANNEY MONTGOMERY SCOTT LLC · STUART, FL

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