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Carl Massenet Jean

Broker & Financial Advisor

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Carl Massenet Jean

Carl Massenet Jean

CRD: 4247870 Broker & Financial Advisor

Current Firm

Morgan Stanley

ABOUT Carl Massenet Jean

PROFILE: Carl Massenet Jean is an experienced financial professional with 25 years of experience in the securities and investment advisory industry. Also known as Carl Jean, he is dually registered as a Broker and Investment Adviser with Morgan Stanley in New York, New York. Carl has spent his career primarily with Morgan Stanley and its affiliated firms, maintaining broker registrations with the firm and its predecessors since 2000. He has been registered with his current Morgan Stanley affiliation since 2019 and has maintained investment adviser registration since the same year.

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Qualifications

  • Licensed Broker — Dually registered as a Broker and Investment Adviser with Morgan Stanley.
  • FINRA Registered — Maintains broker registrations with Morgan Stanley.
  • Investment Adviser — Registered to provide investment advisory services through Morgan Stanley.

Services

Portfolio Construction & Implementation Retirement Planning 401(k) Planning & Management Stock Trading & Analysis Mutual Fund & ETF Selection Tax-Efficient Investments Structured Product & Income Strategies Bond & Fixed Income Investing Dividend Growth Strategies Copy Trading AI Trading Investment Management Wealth Preservation Estate Planning Risk Management & Asset Allocation IRA & Roth IRA Management Annuities & Insurance Planning Financial Goal Setting Market Research & Analysis Behavioral Finance Coaching

Experience

25 years

25 years. Carl Massenet Jean has extensive experience in the securities and investment advisory industry, with his career spanning multiple Morgan Stanley-affiliated firms, including Morgan Stanley DW Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley, and Morgan Stanley & Co. LLC.

Professional Statistics

25
Years of Experience
3
Firm (s)
0
Disclosures
All registrations and licenses are verified through FINRA BrokerCheck

Office Address

55 East 52nd Street, 12th Floor New York, NY 10055

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