Jessica L Flores

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

• 08/2023 → Present
  Morgan Stanley
  Dallas, TX
• 01/2013 → 08/2023
  N/A
  Woodside, CA
• 11/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*610502 - Woodside Pony Club; Investment Related - No; Woodside, California; Recreation; Instructor (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2024; During Business Hours: 0; After Business Hours: 12; Customer Service, Labor/Service.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-21