AJ
AJ

Andy Jacobitz

32 Years of Experience
Omaha, NE
Broker

Andy Jacobitz is a registered investment advisor at Morgan Stanley, based in Omaha, NE, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

13625 California Street, Suite 400, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andy engages in freelance writing since 1992, dedicating minimal time. He also participates in various organizations, including Mindojo (until 2017), FarmHouse Foundation, Nebraska Committee for Children and Youth, and Creative Fleurs, spending minimal time on each.

Employment History
Current Registrations
Morgan Stanley
November 2020 - Present · 5 yrs 6 mos
Morgan StanleyBroker
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
RBC Capital Markets, LLC
March 1999 - November 2020 · 21 yrs 8 mos
RBC Capital Markets, LLCBroker
March 1998 - November 2020 · 22 yrs 8 mos
Dain Rauscher IncorporatedBroker
July 1995 - March 1998 · 2 yrs 8 mos
Kirkpatrick, Pettis, Smith, Polian INC.Broker
October 1993 - July 1995 · 1 yr 9 mos
State Registrations42 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMIMNMOMTNCNDNENHNJNMNVNYOHOKORSCSDTXVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Andy Jacobitz - Financial Advisor | TrueAdvisor