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 August On the Markets from the Global Investment Committee featuring

    “The Late Innings Can Be Exciting” CIO Mike Wilson writes that if, as he predicts, large-cap growth and small-cap stocks finally take their turns in the rolling bear market, we will be in the final inning of the bull market—and, as in baseball, the final innings can be quite exciting.

    “A Case for Industrials” Looking into 2019, the industrials sector has the greatest consensus earnings outlook of the cyclical sectors, writes Denny Galindo, an equity strategist for Morgan Stanley Wealth Management. What’s more, the sector’s earnings multiple is modest. 

    • “What Is the Yield Curve Telling Us?” Economists and investors have long looked to the yield curve—specifically the difference in yields on two-year and 10-year US Treasuries—as an early warning sign of recession. For a number of reasons, that metric may no longer be reliable, writes Lisa Shalett, head of Wealth Management Resources and head of Investment & Portfolio Strategies for Morgan Stanley Wealth Management. She explores an alternative metric that may be more relevant in today’s environment.

    • Plus, look for more on equities, fixed income and a Q&A with Jeff Jorgensen, a major investor in master limited partnerships.

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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