Danielle Jacobson is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
61 South Paramus Road, 3rd Floor, Paramus, NJ, 07652
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Danielle is an independent contractor for Rodan and Fields, selling dermatology products through direct sales since 2015. This activity takes minimal time and is not investment related.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
Winslow, Evans & Crocker, INC.Broker
Winslow, Evans & Crocker, INC.
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ladenburg, Thalmann & CO., INC.Broker
Gruntal & CO., L.L.C.Broker
State Registrations44 states
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.