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Jessica Peters

Morgan Stanley

Menlo Park, CA

CRD 7968291

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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 2026-03-06
CA RA APPROVED 2026-01-26
  • TX RA
    APPROVED
    Since 2026-03-06
  • CA RA
    APPROVED
    Since 2026-01-26

Branch Locations

2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • 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 Menlo Park CA 11/2025 Present
Morgan Stanley Menlo Park CA 08/2024 09/2024
Seattle Boat Company Bellevue WA 06/2022 09/2022
Stanford University Stanford CA 09/2021 06/2025
Bellevue High School Bellevue WA 09/2018 06/2021
Menlo School Atherton CA 08/2015 06/2018
Unemployed Bellevue WA 07/2025 10/2025
Morgan Stanley Private Bank, N.A New York NY 01/2026 Present
  • 11/2025 → Present
    Morgan Stanley
    Menlo Park, CA
  • 08/2024 → 09/2024
    Morgan Stanley
    Menlo Park, CA
  • 06/2022 → 09/2022
    Seattle Boat Company
    Bellevue, WA
  • 09/2021 → 06/2025
    Stanford University
    Stanford, CA
  • 09/2018 → 06/2021
    Bellevue High School
    Bellevue, WA
  • 08/2015 → 06/2018
    Menlo School
    Atherton, CA
  • 07/2025 → 10/2025
    Unemployed
    Bellevue, WA
  • 01/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-22
  • S66 Uniform Combined State Law Examination
    2026-01-22
Other Names
  • Jessica Trevor Peters

View on SEC IAPD

Nearby Firms

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC
TRIPLEPOINT ADVISERS LLC
MENLO EQUITIES

Nearby Investors

CHARLES RICHARD LEVY
FRANK HARVEY ALMENDAREZ
JAMES MATTHEW PALLESCHI

Nearby Offices

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC · MENLO PARK, CA
TRIPLEPOINT ADVISERS LLC · MENLO PARK, CA
MENLO EQUITIES · MENLO PARK, CA

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