ChooseAFinancialAdvisor.com
Advisors / Utah / South Jordan
8yrs

Jay Cherry

Financial advisor at Morgan Stanley

Jay Cherry is a fiduciary financial advisor in South Jordan, Utah, with 8 years in the industry. Jay joined Morgan Stanley in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.

One of 392 advisors with offices in South Jordan, and one of 376 fiduciaries.

South Jordan, UT 84095Fiduciary advisor
Call Morgan StanleyDirections

At a glance

Experience8 years (since 2019)
How that compares ?8 years in the industry
Office680 West 10000 South, South Jordan, UT 84095
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 ?1 state

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.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Dec 2025 – now
    Morgan StanleyCurrent firm

Questions to ask Jay

Tailored to Jay’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Jay

How do I contact Jay?

Call Morgan Stanley at (914) 225-5510 and ask for Jay Cherry. Jay works from the South Jordan, UT office.

How long has Jay been a financial advisor?

Jay has been in the industry since 2019, about 8 years. 8 years in the industry.

What licenses does Jay hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Jay a fiduciary?

Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jay 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 Jay 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

LPL Financial
45yrs
Bradley Allen
Financial advisor
406 W South Jordan Parkway #200
South Jordan, UT 84095
Top advisor by experience in South Jordan
Fiduciary
Call Directions
LPL Financial
43yrs
Larry Kendrick
Financial advisor
406 W South Jordan Parkway #200
South Jordan, UT 84095
Top 1% by experience in South Jordan
Fiduciary
Call Directions
LPL Financial
43yrs
Kim Burgon
Financial advisor
10201 S 1300 W
South Jordan, UT 84095
Top 1% by experience in South Jordan
Fiduciary
Call Directions
Diversify Wealth Management
43yrs
William Parente
Financial advisor
10876 S River Front Parkway Suite 600
South Jordan, UT 84095
Top advisor by experience at Diversify Wealth Management
PlanningInvesting
Call Directions
Osaic Wealth
43yrs
Les Barber
Financial advisor
10610 South Jordan Gateway Suite 210
South Jordan, UT 84095
Top 1% by experience in South Jordan
Fiduciary
Call Directions
Vanderbilt Advisory Services
42yrs
Mark Miller
Financial advisor
South Jordan, UT
Top 2% by experience in South Jordan
CFP®ChFCFiduciary
Call Directions

See all advisors near South Jordan