Jessica Daley, financial advisor Portsmouth NH
93 score

Jessica Daley

CRD Number: 4630276
Current Firm: Morgan Stanley

Jessica Daley (CRD# 4630276) is an Investment Advisor Representative working at Morgan Stanley in Portsmouth, NH and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Portsmouth, NH Mar 2016 - Current < 1
Morgan Stanley Smith Barney LLC Portsmouth, NH Feb 2015 - Mar 2016 1
Morgan Stanley Smith Barney LLC Manchester, NH Jun 2010 - Mar 2016 5
Morgan Stanley Smith Barney LLC Danvers, MA Jan 2010 - Jun 2010 < 1
Morgan Stanley Smith Barney LLC Danvers, MA Jun 2009 - Jan 2010 < 1
Citigroup Global Markets Inc. Danvers, MA Jan 2007 - Jun 2009 2
Wachovia Securities LLC South Waltham, MA Jul 2005 - Jan 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2003
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Jessica R. Daley
Phone Number: 914-225-5510
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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