BJ
BJ

Brian Jacobs

32 Years of Experience
Valencia, CA
Broker

Brian Jacobs is a registered investment advisor at Morgan Stanley, based in Valencia, CA, 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

24300 Town Center Dr., Suite 200, Valencia, CA, 91355

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Brian is a general partner in Midvale Land LLC, a real estate investment company, since 2010, dedicating minimal time outside business hours. He also serves as trustee/co-trustee for two trusts, dedicating minimal time outside business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
November 2008 - June 2009 · 7 mos
Citigroup Global Markets INC.Broker
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley & CO. Incorporated
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley
July 1997 - April 2007 · 9 yrs 9 mos
Morgan Stanley Dw INC.Broker
December 1993 - April 2007 · 13 yrs 4 mos
State Registrations29 states
ALARAZCACOFLGAHIIDILINKYMAMDMINCNJNMNVNYOHORSCTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.