Adam Jacobs is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 18 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
4855 Technology Way, Suite 600, Boca Raton, FL, 33431
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
August 2012 - Present · 13 yrs 11 mos
Morgan StanleyBroker
July 2012 - Present · 14 yrs
Previous Registrations
Bnp Paribas Securities CORP.Broker
January 2002 - September 2003 · 1 yr 8 mos
Lazard Freres & CO. LLCBroker
June 1998 - April 2000 · 1 yr 10 mos
Bear, Stearns & CO. INC.Broker
May 1997 - April 1998 · 11 mos
State Registrations14 states
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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.