MJ
MJ

Mark Jacobs

29 Years of Experience
Nashville, TN
Broker

Mark Jacobs is a registered investment advisor at Morgan Stanley, based in Nashville, TN, with 29 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

3102 West End Avenue, Suite 200, Nashville, TN, 37203

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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

Mark serves as a power of attorney in Midland, Texas since 2021. This investment-related activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
September 2011 - Present · 14 yrs 8 mos
Morgan StanleyBroker
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
LPL Financial LLC
October 2006 - October 2011 · 5 yrs
LPL Financial LLCBroker
January 2006 - October 2011 · 5 yrs 9 mos
PFS Investments INC.Broker
September 1996 - February 2006 · 9 yrs 5 mos
State Registrations35 states
ALARAZCACOFLGAHIIAILINKSKYLAMAMDMIMOMSNCNDNENJNVNYOHOKORPASCTNTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Mark Jacobs - Financial Advisor | TrueAdvisor