JOCELYN MORAN
Sr. Registered Client Service Associate
Phone:
(213) 486-8944(213) 486-8944
Robert A Fullerton
Managing Director, Wealth Management,
Financial Advisor,
Senior Portfolio Management Director
Direct:
(213) 486-8979(213) 486-8979
Toll-Free:
(800) 832-7648(800) 832-7648
My Mission Statement
I focus on equity Portfolio Management while utilizing hedging strategies to help protect large positions.
My Story and Services
Robert is a Senior Portfolio Management Director and Executive Director of Wealth Management. He began his career in the financial services industry with Smith Barney’s Downtown Los Angeles office. With over 30 years of experience servicing the financial needs of High Net-Worth Individuals, Bob concentrates on equity portfolio management utilizing strategies to help protect large positions. Such strategies encompass hedging techniques such as equity monetization and put/call collars. He also manages taxable and tax-exempt bond portfolios utilizing his experience and understanding of the capital markets. Robert has helped business owners through the process of selling their businesses and diversifying their proceeds to provide for family or other business ventures. Robert was recognized by Forbes list of Best-In State Advisors in California in 2024 to be #59 on the list.
Prior to his career in the financial services industry, Bob played professional tennis and studied philosophy and theology in a Lutheran Seminary. He still enjoys playing tennis, enjoys golfing and is quite passionate about collecting and sharing great wine with his friends.
2024 Forbes Best-In- State Wealth Management Teams
Source: Forbes.com 2024 Forbes Best-In-State Wealth Management Teams ranking awarded in 2024. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in March of the previous year the award was issued, having commenced in March of the year before that. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC, for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.
Prior to his career in the financial services industry, Bob played professional tennis and studied philosophy and theology in a Lutheran Seminary. He still enjoys playing tennis, enjoys golfing and is quite passionate about collecting and sharing great wine with his friends.
2024 Forbes Best-In- State Wealth Management Teams
Source: Forbes.com 2024 Forbes Best-In-State Wealth Management Teams ranking awarded in 2024. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in March of the previous year the award was issued, having commenced in March of the year before that. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC, for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.
Securities Agent: NM, UT, TN, NJ, NC, MA, WA, PA, GA, MN, OR, TX, DC, CA, NE, NY, ID, FL, CO, AZ, NV, IL, AR, CT, HI, OK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1265327
NMLS#: 1265327
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
444 South Flower St
34th Fl
Los Angeles, CA 90071
US
Direct:
(213) 486-8979(213) 486-8979
Toll-Free:
(800) 832-7648(800) 832-7648
Fax:
(213) 947-1287(213) 947-1287
Meet My Team
About JOCELYN MORAN
Jocelyn is a Sr. Registered Client Service Associate currently working with Robert Fullerton. She began her career in the finance industry in 2005, gaining various experience from financial banking services to high-net-worth Wealth Management.
Prior to joining Morgan Stanley, she worked as a Registered International and Domestic Client Associate at Merrill Lynch, providing quality service to high-net-worth clients, bringing client specific tailored solutions, client relationship management and compliance. She also worked as a Chase Private Client Banker, where she focused on business, consumer, and international client relationship management, while also being the manager on duty and providing world class customer service.
She completed her Bachelor of Science in Business Management with a minor in Economic at Cal State LA. Jocelyn currently holds her SIE, Series, 7, 63, 65 and Life Insurance licenses.
Jocelyn enjoys spending time with her family, working out, reading, volunteering with a nonprofit organization, and salsa dancing class. She also holds a brown belt in Martial Arts.
Prior to joining Morgan Stanley, she worked as a Registered International and Domestic Client Associate at Merrill Lynch, providing quality service to high-net-worth clients, bringing client specific tailored solutions, client relationship management and compliance. She also worked as a Chase Private Client Banker, where she focused on business, consumer, and international client relationship management, while also being the manager on duty and providing world class customer service.
She completed her Bachelor of Science in Business Management with a minor in Economic at Cal State LA. Jocelyn currently holds her SIE, Series, 7, 63, 65 and Life Insurance licenses.
Jocelyn enjoys spending time with her family, working out, reading, volunteering with a nonprofit organization, and salsa dancing class. She also holds a brown belt in Martial Arts.
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Robert A Fullerton today.
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
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)
