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 November On the Markets from the Global Investment Committee featuring

    “A Pause to Refresh” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., notes there was little investor optimism in August, but much more now. That doesn’t mean the bull market is over, but that it might be ready for a pause.

    “Investment Themes for a Transformed China” The world’s second-largest economy is turning toward its consumers and relying less on heavy industry. Learn about some ways to take advantage of that tectonic change.

    • “Conditions May Be Just Right for Convertibles” Convertible securities are an often-overlooked asset class that straddles the stock and bond worlds. They can play several roles in a portfolio.

    • Plus, look for more on the economy and option funds, as well as a Q&A featuring Simon Webber of Hartford Schroders who explains how prospects for the European economy and stock market are improving.

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.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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Awards Disclosures

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