Tara Jakubik is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 25 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
Loading...
Location
340 Mount Kemble Avenue, Morristown, NJ, 07960
Get directionsHistory
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
October 2023 - Present · 2 yrs 7 mos
Morgan StanleyBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2015 - September 2023 · 8 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2015 - September 2023 · 8 yrs
Morgan StanleyBroker
May 2013 - September 2015 · 2 yrs 4 mos
Morgan Stanley
May 2013 - September 2015 · 2 yrs 4 mos
Feldstein, Steven DBA Steven Feldstein & Associates
January 2013 - May 2013 · 4 mos
Feldstein Financial Group, LLCBroker
January 2013 - May 2013 · 4 mos
Gitterman & Associates Wealth Management, LLC
May 2010 - September 2012 · 2 yrs 4 mos
Triad Advisors, INC.Broker
May 2010 - September 2012 · 2 yrs 4 mos
Triad Advisors, INC.
May 2010 - May 2010 · 0 mos
Ing Financial Advisers, LLC
June 2004 - May 2010 · 5 yrs 11 mos
Ing Financial Advisers, LLCBroker
June 2003 - May 2010 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2000 - June 2003 · 3 yrs
State Registrations19 states
AZCACTDCDEFLGAMAMDMENCNJNYPARITNTXVAWA
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.