David Jacobs is a registered investment advisor at Morgan Stanley, based in Middleton, MA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
35 Village Road, Suite 601, Middleton, MA, 01949
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David manages a real estate/property rental business as a sole proprietor, starting in 1997. He spends minimal time on this activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations27 states
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