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Jessica S Gonzalez

Morgan Stanley

Beverly Hills, CA

CRD 6888846

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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 2020-03-10
CA RA APPROVED 2018-12-20
  • TX RA
    APPROVED
    Since 2020-03-10
  • CA RA
    APPROVED
    Since 2018-12-20

Branch Locations

9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • 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 Beverly Hills CA 08/2018 Present
Morgan Stanley Beverly Hills CA 12/2017 08/2018
Resolution Economics Llc Los Angeles CA 10/2016 12/2017
Jimmy's Coffee House Los Angeles CA 10/2015 10/2016
  • 08/2018 → Present
    Morgan Stanley
    Beverly Hills, CA
  • 12/2017 → 08/2018
    Morgan Stanley
    Beverly Hills, CA
  • 10/2016 → 12/2017
    Resolution Economics Llc
    Los Angeles, CA
  • 10/2015 → 10/2016
    Jimmy's Coffee House
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-20
  • S66 Uniform Combined State Law Examination
    2018-12-20
Other Names
  • Jessica Kimbley Shoemaker

View on SEC IAPD

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