Morgan Stanley
47yrs
Top advisor by experience in New York
18yrs
Jesse Downing
Financial advisor at Merrill
Jesse Downing has worked in the financial industry for 18 years and is a fiduciary financial advisor based in New York, New York. Jesse has been with Merrill since 2012; before that, Jesse spent four years at Wells Fargo Advisors. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 65% of advisors in New York
OfficeOne Bryant Park, New York, NY 10036
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowMerrillCurrent firm
- 2008 – 2012Wells Fargo Clearing Services, LLCPreviously
Contact Jesse
(800) 637-7455Merrill main office One Bryant ParkNew York, NY 10036Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jesse
Tailored to Jesse’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jesse
How do I contact Jesse?
Call Merrill at (800) 637-7455 and ask for Jesse Downing. Jesse works from the New York, NY office.
How long has Jesse been a financial advisor?
Jesse has been in the industry since 2008, about 18 years. More experience than 65% of advisors in New York.
What licenses does Jesse hold?
Series 66. Tap any license on this page to see what it allows.
Is Jesse a fiduciary?
Jesse is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jesse paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jesse for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Oppenheimer & Co.
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
Crews & Associates
47yrs
Top advisor by experience at Crews & Associates