Jesse Cohen, CFP®
Vice President, Wealth Management,
Financial Advisor
Direct:
(732) 389-8628(732) 389-8628
Toll-Free:
(732) 389-8300(732) 389-8300
My Mission Statement
Helping high net worth clients optimize their financial growth and plan for the future.
My Story and Services
Jesse Cohen is a Financial Advisor in the Shrewsbury, NJ office of Morgan Stanley. He is deeply committed to forming strong, enduring relationships by adhering to the highest principles of honesty, integrity and professionalism.
Jesse employs a holistic approach to investing. He takes the time to understand carefully each client’s unique needs and meticulously develops a sound financial plan to help them achieve their long-term goals.
With his passion for work and commitment to investment excellence, Jesse seeks to help individuals build prudent portfolios, designed to grow wealth during favorable market and economic conditions and protect it during periods of market and economic uncertainty.
He also places a great importance on providing high-quality service that exceeds expectations. He encourages clients to contact him at their convenience with any questions and is highly adept at explaining complex investment and economic subjects in easy-to-understand language.
Jesse employs a holistic approach to investing. He takes the time to understand carefully each client’s unique needs and meticulously develops a sound financial plan to help them achieve their long-term goals.
With his passion for work and commitment to investment excellence, Jesse seeks to help individuals build prudent portfolios, designed to grow wealth during favorable market and economic conditions and protect it during periods of market and economic uncertainty.
He also places a great importance on providing high-quality service that exceeds expectations. He encourages clients to contact him at their convenience with any questions and is highly adept at explaining complex investment and economic subjects in easy-to-understand language.
Securities Agent: WA, MN, CT, CO, WV, NV, MI, KY, SC, NC, MD, DE, CA, UT, TN, MA, NJ, FL, NH, LA, MS, WY, WI, TX, OH, MT, DC, AZ, MO, IA, AL, VA, OR, NY, ME, SD, PA, NM, IN, IL, ID, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1787005
NMLS#: 1787005
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Biography
Jesse Cohen joined Morgan Stanley in early 2018, continuing his varied career in the Financial Services business.
In 2013, right after earning his degree in Finance from the highly regarded Kelley School of Business at Indiana University, Jesse joined USBank’s back-office operation. There, he supported the Bank’s hedge fund clients and their positions in interest rate derivatives.
From USBank, Jesse joined the New York City office of Bank of Tokyo MUFG as a sales analyst, interacting directly with the bank's interest rate traders and clients. His main role included pricing derivative swaps, as well as assisting in consolidating client's debt positions.
Seeking more independence and control, as well as focusing on meeting longer-term needs of individual clients, Jesse joined Morgan Stanley Wealth Management’s program in early 2018. As a financial advisor, he started helping clients build long term financial plans and positioning their portfolios for future success.
Jesse is particularly attuned to the needs of blended families. As part of an extended blended family himself, which includes eleven nieces and nephews, as well as their respective parents and others, Jesse understands the importance of starting forward-looking financial planning and advice as early as possible.
In 2013, right after earning his degree in Finance from the highly regarded Kelley School of Business at Indiana University, Jesse joined USBank’s back-office operation. There, he supported the Bank’s hedge fund clients and their positions in interest rate derivatives.
From USBank, Jesse joined the New York City office of Bank of Tokyo MUFG as a sales analyst, interacting directly with the bank's interest rate traders and clients. His main role included pricing derivative swaps, as well as assisting in consolidating client's debt positions.
Seeking more independence and control, as well as focusing on meeting longer-term needs of individual clients, Jesse joined Morgan Stanley Wealth Management’s program in early 2018. As a financial advisor, he started helping clients build long term financial plans and positioning their portfolios for future success.
Jesse is particularly attuned to the needs of blended families. As part of an extended blended family himself, which includes eleven nieces and nephews, as well as their respective parents and others, Jesse understands the importance of starting forward-looking financial planning and advice as early as possible.
Client Service Team
Mary Ann Jacobs - Senior Registered Associate, Portfolio Associate
Phone:
(732) 578-4560(732) 578-4560
Email:Mary.Ann.Jacobs@morganstanley.com
Mary Ann has worked in the financial services industry since 1994. In 2008, she joined Smith Barney which has since merged with Morgan Stanley. As the head of team operations with over 23 years in the industry, Mary Ann has extensive experience working closely with high-net-worth individuals, corporate executives, and their families. She assists these families and multiple generations in all aspects of servicing their accounts, which can include help with online account access, transactions and answers to questions.
Mary Ann is skilled in working closely with families who have complex needs and unique circumstances. She is detail oriented, diligent, efficient, knowledgeable, organized and has a deep knowledge of the financial services industry. Her goal is to provide complete satisfaction in all areas of client service. She strives to constantly exceed client expectations through efficient communication.
Mary Ann obtained her Associates Degree in Business Management. Mary Ann is a fully licensed wealth associate. She resides in Old Bridge with her significant other, Tom, and her son, Tom. In her leisure, she enjoys gardening, working out, and camping.
Mary Ann is skilled in working closely with families who have complex needs and unique circumstances. She is detail oriented, diligent, efficient, knowledgeable, organized and has a deep knowledge of the financial services industry. Her goal is to provide complete satisfaction in all areas of client service. She strives to constantly exceed client expectations through efficient communication.
Mary Ann obtained her Associates Degree in Business Management. Mary Ann is a fully licensed wealth associate. She resides in Old Bridge with her significant other, Tom, and her son, Tom. In her leisure, she enjoys gardening, working out, and camping.
Janet Gaglione - Portfolio Associate
Phone:
(732) 389-5198(732) 389-5198
Email:Janet.Gaglione@morganstanley.com
Janet is a Portfolio Associate on The Hudson Legacy Group and is responsible for overseeing and managing our client's many complex administrative needs.
Janet’s primary focus is on delivering a first-class service experience by managing and responding to client needs and requests. She is committed to maintaining our outstanding client satisfaction by providing the highest level of customer service combined with Morgan Stanley's broad resources. Her extensive knowledge of Morgan Stanley’s products, services & capabilities provides our clients with an efficient and pleasant interaction.
Janet received her B.S. Degree in Finance from St. John University. She joined Morgan Stanley in NYC in 1996 and has spent her entire career with the firm. She holds her series 7, 63 and 65 securities licenses.
She resides in Manalapan with her husband, Chris and 2 daughters, Megan and Jacqueline.
In her leisure she enjoys spending time with her family and traveling.
Janet’s primary focus is on delivering a first-class service experience by managing and responding to client needs and requests. She is committed to maintaining our outstanding client satisfaction by providing the highest level of customer service combined with Morgan Stanley's broad resources. Her extensive knowledge of Morgan Stanley’s products, services & capabilities provides our clients with an efficient and pleasant interaction.
Janet received her B.S. Degree in Finance from St. John University. She joined Morgan Stanley in NYC in 1996 and has spent her entire career with the firm. She holds her series 7, 63 and 65 securities licenses.
She resides in Manalapan with her husband, Chris and 2 daughters, Megan and Jacqueline.
In her leisure she enjoys spending time with her family and traveling.
Location
1030 Broad Street 3rd
Floor
Shrewsbury, NJ 07702
US
Direct:
(732) 389-8628(732) 389-8628
Toll-Free:
(732) 389-8300(732) 389-8300
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Jesse Cohen today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
