Financial ADVSR advisor directory · SEC adviser records
Morgan Stanley financial advisors in San Jose, CA
Every SEC-registered investment adviser representative at a Morgan Stanley office in San Jose, A to Z.
The short answer
79 registered advisors work at Morgan Stanley in San Jose, out of 20,803 at the firm nationwide; it ranks number 3 in the city by advisors. 3 list the CFP designation and 79 are also registered broker representatives.
Morgan Stanley advisors in San Jose, A to Z
Every Morgan Stanley advisor →- Julius O. AgbonbhaseAlso a broker rep
- Roberta C. ArakakiAlso a broker rep
- Melissa M. BarneyAlso a broker rep
- Shashi BhagatAlso a broker rep
- Jesse Blount IIIAlso a broker rep
- Bryon J. BotsfordAlso a broker rep
- Joseph R. BummerAlso a broker rep
- Kari A. CardwellAlso a broker rep
- Kurt F. CarrasquillaAlso a broker rep
- Yanyu A. ChanAlso a broker rep
- Hui-Ting ChangAlso a broker rep
- Alyssa S. ChiAlso a broker rep
- Nicholas ChinAlso a broker rep
- Amy R. ChuAlso a broker rep
- Aaron ChungAlso a broker rep
- John J. ClayAlso a broker rep
- Mitchel G. CunninghamAlso a broker rep
- Phil J. CunninghamAlso a broker rep
- Craig CymrotAlso a broker rep
- Jonathan C. CymrotAlso a broker rep
- Wayne CymrotAlso a broker rep
- Emilio S. De SousaAlso a broker rep
- Brendon M. EwellAlso a broker rep
- Leslie M. FigoneAlso a broker rep
- David W. ForemanAlso a broker rep
- Casey GaldieriAlso a broker rep
- Connor W. GambelinAlso a broker rep
- David D. GambelinAlso a broker rep
- Eugene J. Goodreault Jr.Also a broker rep
- Kimberly GrubisichAlso a broker rep
- Alice M. GuimarinCertified Financial Planner · Also a broker rep
- Michael GuimarinAlso a broker rep
- Michael E. HackAlso a broker rep
- Steffen M. HackAlso a broker rep
- David A. HeimanAlso a broker rep
- Laurie D. HeinlyAlso a broker rep
- Mike V. HoangAlso a broker rep
- Aaron Y. JangAlso a broker rep
- Laura A. JarrellAlso a broker rep
- Daniel E. KaypaghianAlso a broker rep
- Mary J. KellerAlso a broker rep
- Sang Hyun KimAlso a broker rep
- Charley N. LaragioneAlso a broker rep
- Adoree D. LeeAlso a broker rep
- Lawrence LoAlso a broker rep
- Sok F. LohAlso a broker rep
- Riley J. MarshallAlso a broker rep
- Ashley M. McCraryAlso a broker rep
- Samira MemicAlso a broker rep
- Ryan MichaelsAlso a broker rep
- Shannon H. MichaelsAlso a broker rep
- Yuko MiharaAlso a broker rep
- Phillip D. MoehrkeAlso a broker rep
- Bradley J. MooreChartered Financial Analyst · Also a broker rep
- Monique M. MorrisonCertified Financial Planner · Also a broker rep
- Jason R. MoyersAlso a broker rep
- Kamran I. PazdelAlso a broker rep
- Matthew ReinhardtAlso a broker rep
- Jami L. RhoadsAlso a broker rep
- Kendal M. SchallCertified Financial Planner · Also a broker rep
- Ryan J. SeayAlso a broker rep
- Trevor P. ShephardAlso a broker rep
- Jason E. SilvaAlso a broker rep
- Alan B. SilverbergAlso a broker rep
- Nicole D. SimonAlso a broker rep
- Joseph S. SimpsonAlso a broker rep
- Jeffrey A. SpenceAlso a broker rep
- Szufan SuAlso a broker rep
- Luke H. SweetAlso a broker rep
- Kai Wen TanAlso a broker rep
- Asako K. ThompsonAlso a broker rep
- Yvonne T. TranAlso a broker rep
- Svetla D. Vavova-CliffordAlso a broker rep
- Ronald E. VyseAlso a broker rep
- Annie T. WakayamaAlso a broker rep
- Allan K. WalsworthAlso a broker rep
- Maximillian C. WalsworthAlso a broker rep
- Cheryl C. WongAlso a broker rep
- Josephine YapAlso a broker rep
Morgan Stanley advisors in every city and state →Morgan Stanley: assets, clients and custodians →Morgan Stanley news and advisor moves →Morgan Stanley payout grid vs. other firms →Advisor Moves: who changed firms this week →
Morgan Stanley advisors in other cities
New York, NY 2,084Purchase, NY 560Chicago, IL 557San Francisco, CA 418Miami, FL 414Atlanta, GA 411Boston, MA 347Houston, TX 304Tampa, FL 296Alpharetta, GA 283Morristown, NJ 243Dallas, TX 226Washington, DC 211Garden City, NY 202Los Angeles, CA 194
Other firms in San Jose
All San Jose advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Wells Fargo Clearing Services, LLC 102Strategic Advisers LLC 58LPL Financial LLC 48Ameriprise Financial Services, LLC 44J.P. Morgan Securities LLC 34LPL Enterprise, LLC 31Transamerica Financial Advisors, LLC 23RBC Capital Markets, LLC 20UBS Financial Services Inc. 20Osaic Wealth, Inc. 18Pfs Investments Inc. 14
Questions
How many financial advisors does Morgan Stanley have in San Jose?
79 investment adviser representatives are registered at Morgan Stanley offices in San Jose, California, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 nationwide. 3 list the CFP designation and 79 are also registered as broker representatives.
Is Morgan Stanley one of the largest advisor employers in San Jose?
Morgan Stanley ranks number 3 in San Jose by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.
How do I check a Morgan Stanley advisor in San Jose?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Morgan Stanley office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.