James Joseph Cossette Jr.

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

• 07/2021 → 06/2026
  Fidelity Investments
  Smithfield, RI
• 05/2021 → 07/2025
  City Of Waterbury
  Waterbury, CT
• 05/2020 → 08/2020
  City Of Waterbury
  Waterbury, CT
• 06/2019 → 08/2019
  Webster Investments
  Branford, CT
• 11/2018 → 06/2019
  Labonne's Market
  Watertown, CT
• 04/2016 → 10/2018
  Quassy Amusement Park
  Middlebury, CT
• 08/2017 → 05/2021
  University Of Connecticut
  Storrs, CT
• 08/2013 → 06/2017
  John F. Kennedy High School
  Waterbury, CT
• 03/2025 → 06/2026
  Fidelity Investments
  Boston, MA
• 07/2026 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2025-03-31 → 2026-07-07
  Strategic Advisers Llc
  New York, NY
  Boston, MA
  New York, NY
• 2024-11-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-10-05
• S63 Uniform Securities Agent State Law Examination
  2022-01-17

Other Names

• James Joseph Cossette
• James Cossette
• James Joseph Cossette