LPL Financial
47yrs
Top advisor by experience in San Diego
18yrs
Jesse Starr
Financial advisor at Morgan Stanley
Jesse Starr has worked in the financial industry for 18 years and is a fiduciary financial advisor based in San Diego, California. Jesse has been with Morgan Stanley since 2024; before that, Jesse spent five years at Wells Fargo Advisors and six years at J.P. Morgan Securities. Jesse holds the CFP® designation.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 57% of advisors nationwide
Office16644 West Bernardo Drive Suite 400, San Diego, CA 92127
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment 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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowMorgan StanleyCurrent firm
- 2019 – 2024Wells Fargo Clearing Services, LLCPreviously
- 2012 – 2019J.P. Morgan Securities LLCPreviously
- 2010 – 2012Lucia Capital GroupPreviously
- 2008 – 2010Raymond J. Lucia Companies, Inc.Previously
Contact Jesse
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Jesse. 16644 West Bernardo Drive Suite 400San Diego, CA 92127Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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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?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- 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
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About Jesse
How do I contact Jesse?
Call Morgan Stanley at (914) 225-5510 and ask for Jesse Starr. Jesse works from the San Diego, CA office.
How long has Jesse been a financial advisor?
Jesse has been in the industry since 2008, about 18 years. More experience than 57% of advisors nationwide.
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?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. 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.
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