Jesse Blount III - Morgan Stanley Financial Advisor - San Jose, CA
Morgan Stanley
Jesse Blount III
Senior Vice President
Wealth Advisor
225 West Santa Clara Street
Suite 900
San Jose, CA 95113
tel: (408) 947-3784
toll-free: (800) 726-3232 
fax: (408) 998-2633

Helping you achieve financial success is my first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.

Services
  • UGMA/UTMA
  • 401(k) Rollovers
  • Annuities
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Commodities
  • Corporate Cash Management
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Corporate Trust Services
  • Education Planning
  • Endowments and Foundations
  • Estate Planning Strategies
  • Exchange Traded Funds
  • Executive Financial Services
  • Financial Planning
  • Fixed Income
  • Insurance Services
  • Access to Lending Services
  • Precious Metals
  • Professional Portfolio Management
  • Qualified Plans
  • Retirement Planning
  • Socially Responsible Investing
  • Stock Option Plans
  • Stock Purchase Plans
  • Structured Products
  • Structured Settlement Annuities
  • Trust Services and Accounting
  • Wealth Management
Education and Licensing
  • Bachelor of Science Business Administration Minor Economics / San Jose State University
  • California Insurance License #0A80401
  • Graduate Morgan Stanley Wealth Advisor Program 2002
Business Experience
  • 1985 - Current: Morgan Stanley*

Bulletin Board
  • See April On the Markets from the Global Investment Committee featuring

    “Price Matters” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., notes the price you pay for global equities today matters more than it has in the past several years. A good price paid is the investor’s margin of safety. 

    “The Unpriced Inflation Agenda" While inflation reports have been tame so far, aggressive fiscal stimulus, a weak dollar and rising protectionism could combine to drive inflation higher than the markets—especially, the bond market—expect, warns Lisa Shalett, head of Wealth Management Investment Resources and head of Investment and Portfolio Strategies for Morgan Stanley Wealth Management.

    • “Dividend Growth Amid Rising Interest Rates” Stocks and sectors that show high dividend growth—not the highest dividend yields—are best insulated from rising inflation and interest rates, write Dan Skelly and Kevin Demers, equity strategists at Morgan Stanley Wealth Management. Some of the sectors that look promising for dividend growth are financials, growth utilities and global integrated oil.

    • Plus, look for more on the economy, equities and bonds. 

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Jesse Blount III holds the following registrations:
Securities Agent: AL, AR, AZ, CA, CO, FL, GA, HI, IL, KY, MA, MD, NV, NY, OR, SC, TX, VA, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1408256

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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