Steven Jakubowski is a CFP-designated registered investment advisor at Morgan Stanley, based in Baltimore, MD, with 21 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
1201 Wills Street, Suite 700, Baltimore, MD, 21231
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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 StanleyBroker
May 2022 - Present · 4 yrs
Morgan Stanley
May 2022 - Present · 4 yrs
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
February 2012 - April 2022 · 10 yrs 2 mos
Advice and Planning Services
January 2012 - April 2022 · 10 yrs 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - June 2010 · 1 yr
Morgan Stanley Smith Barney LLC
June 2009 - June 2010 · 1 yr
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
August 2003 - February 2006 · 2 yrs 6 mos
Legg Mason Wood Walker, IncorporatedBroker
March 2003 - February 2006 · 2 yrs 11 mos
State Registrations47 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.