Jessie Marie Mccollough
Investment adviser representative at Morgan Stanley
12 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Jessie Marie Mccollough? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Morgan StanleyDec 2025 to now
- First Citizens BankNov 2024 to Dec 2025
- First Citizens Investor ServicesAug 2021 to Dec 2025
- First Citizens BankJul 2021 to Jun 2024
- Cpm Federal Credit UnionJan 2021 to Jul 2021
- PublixOct 2020 to Dec 2020
- UnemployedAug 2020 to Sep 2020
- Wells Fargo Clearing Services, LLCNov 2019 to Jul 2020
- Wells Fargo Bank, NAOct 2019 to Jul 2020
- UnemployedJul 2019 to Sep 2019
- First Citizens Investor ServicesSep 2018 to Jun 2019
- First Citizens BankJan 2018 to Jun 2019
- Central ChurchNov 2017 to Jan 2018
- UnemployedJan 2017 to Nov 2017
- Sun Trust BankMay 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7011992
- Firm CRD
- 149777