About Jesse Walton Jr.
Jesse Walton, Jr. is an Executive Director, Portfolio Management Director, Alternative Investments Director, Financial Advisor and Founder of the Melior Group at Morgan Stanley. He is also a founding member of The Access One Alliance at Morgan Stanley, ten of Morgan Stanley’s most experienced, senior African-American Financial Advisors, who provide the full depth and breadth of Morgan Stanley’s platform to corporations, non-profit organizations, endowments and family office clients.
Jesse was named to Forbes’ ranking of the Best-in-State Wealth Advisors for 2022 and 2023, and Forbes’ Best-In-State Wealth Management Teams for 2023. He was also named to Morgan Stanley’s prestigious Master's Club in 2021, 2022 and 2023, a group of the Firm’s most successful Financial Advisors.
Prior to joining Morgan Stanley in 2005, Jesse began his career as a Financial Advisor in 2000 with Salomon Smith Barney. Since then, he has consistently invested in his education. In 2005, Jesse received an Executive Certificate in Financial Planning from Duke University. He also holds the Certified Investment Management Analyst (CIMA®) designation, administered by IMCA® and taught in conjunction with The Wharton School of Business, University of Pennsylvania. Jesse is a Certified Private Wealth Advisor (CPWA®) designee, administered by IMCA® and taught in conjunction with The University of Chicago Booth School of Business. Furthermore, Jesse holds FINRA License; Series 7, 63, 65 and 31 and is a licensed insurance agent with licenses in the following: Life, Disability Variable Life, and Variable Annuity.
Jesse is dedicated to promoting diverse work environments and to mentoring financial advisors and all young professionals. He is a member of the Morgan Stanley National Diversity and Inclusion Alumni Council. He is also involved in his local Atlanta community where he is a member of The 100 Black Men of Atlanta – Atlanta Chapter.
An alumnus of Howard University, Jesse received his B.BA in International Business and his M.S.E degree from Georgia State University. He and his wife, Angela, reside in Marietta, GA, along with their sons, Bryce and Duke. Both Jesse and Angela are active members of St. James United Methodist Church in Alpharetta, GA where they have served as leaders of the Marriage Ministry. Jesse also served as the St. James UMC Finance Chairperson from 2008-2011.
Disclaimers:
Access One Alliance is a sophisticated network of diverse Morgan Stanley Wealth Management Financial Advisors and/or Private Wealth Advisors (“Advisors”) who through the formation of an alliance have come together to combine their talents, experiences and skills in serving the financial needs of clients while promoting greater diversity and inclusion among Advisors. Morgan Stanley Wealth Management Advisors can conduct their business in several ways: individually, as a member of a team of Advisors, or through the formation of a Strategic Partnership with another Advisor or team of Advisors or through an alliance with an individual or a team of Advisors. A Strategic Partnership is an arrangement between an Advisor or a team of Advisors with another Advisor or team of Advisors that has a unique focus or knowledge regarding a specific business concentration, product area and/or client type. If your account is with an individual Advisor, that Advisor services all facets of your account. If your account is with an Advisor who is a member of a team, any Advisor on the team can service your account. If your Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship. Morgan Stanley Wealth Management does not discriminate on the basis of any protected status, and welcomes all clients.
Forbes Best-In-State Wealth Advisors. Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21. Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
Forbes Best-In-State Wealth. Source: Forbes (Awarded Feb 2023) Data compiled by SHOOK Research LLC based on time period from 9/30/21 - 9/30/22.
Securities Agent: WV, NC, WI, VA, HI, PA, MD, DC, RI, FL, CO, AZ, SC, MN, MA, LA, NE, TN, OH, NY, NV, NM, MI, KY, IN, TX, WY, OK, IL, IA, CT, AR, AL, DE, WA, NJ, MT, MO, ID, MS, KS, GA, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
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