Jessie A. Ledesma

MORGAN STANLEY INVESTMENT MANAGEMENT

New York, NY 10036

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CRD#: 6713338

Professional summary

Jessie A Ledesma, who also goes by Jessie Alexander Ledesma, Jessie Ledesma, is a registered financial advisor currently at MORGAN STANLEY INVESTMENT MANAGEMENT INC. located in New York, New York and EATON VANCE DISTRIBUTORS, INC. located in New York, New York.

Jessie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Jessie has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jessie Alexander Ledesma | Jessie Ledesma

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessie A Ledesma's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 22, 2025 - Present

MORGAN STANLEY INVESTMENT MANAGEMENT INC.

Office #1: 1585 Broadway, New York, NY 10036

RIA

CRD#: 110353

New York, NY

Current

May 8, 2025 - Present

EATON VANCE DISTRIBUTORS, INC.

Office #1: 1585 Broadway, New York, NY 10036

CRD#: 37731

New York, NY

Past

April 22, 2025 - May 8, 2025

MORGAN STANLEY DISTRIBUTION, INC.

CRD#: 30344

New York, NY

Past

March 28, 2022 - April 22, 2025

MORGAN STANLEY

RIA

CRD#: 149777

New York, NY

Past

March 28, 2022 - April 22, 2025

MORGAN STANLEY

CRD#: 149777

PURCHASE, NY

Past

August 23, 2019 - June 8, 2020

B. RILEY WEALTH ADVISORS, INC.

RIA

CRD#: 115927

NEW YORK, NY

Past

April 12, 2017 - June 8, 2020

NATIONAL SECURITIES CORPORATION

CRD#: 7569

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MORGAN STANLEY INVESTMENT MANAGEMENT INC.

CRD#: 110353 / SEC#: 801-15757

RIA

Registered Investment Advisory firm - (1/28/1981 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Massachusetts
(5/8/2025)

New Jersey
(5/8/2025)

IAR

New York
(4/22/2025)

New York
(5/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/23/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/12/2017

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MORGAN STANLEY INVESTMENT MANAGEMENT INC.

CRD#: 110353 / SEC#: 801-15757

RIA

Registered Investment Advisory firm - (1/28/1981 Approved)

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Contact information

Main Address

1585 Broadway, New York, NY 10036

Mailing Address

Phone number

(212) 761-4000

Established

Firm type

Fiscal year end

# of Employees

523

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MSIM INC FORM ADV PART 2A BROCHURE (6/18/2025)

Regulatory assets under management

Total Number of Accounts	21,920
AUM (Assets Under Management)	$ 619,196,027,920

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
01/24/2025	Cover Page	Report
10/24/2023	Cover Page	Report
01/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jessie A. Ledesma

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessie A Ledesma's CRS (Customer Relationship Summary).

Certified licenses

Experience

EATON VANCE DISTRIBUTORS, INC.

MORGAN STANLEY DISTRIBUTION, INC.

MORGAN STANLEY

MORGAN STANLEY

B. RILEY WEALTH ADVISORS, INC.

NATIONAL SECURITIES CORPORATION

Primary Firm SEC Registration

MORGAN STANLEY INVESTMENT MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/23/2017

SIE

Date: 10/1/2018

Series 7

Date: 4/12/2017

FINRA

Current Firm

MORGAN STANLEY INVESTMENT MANAGEMENT INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MORGAN STANLEY INVESTMENT MANAGEMENT INC.

TRUST BUT VERIFY

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