John Jacobson is a registered investment advisor at Morgan Stanley, based in Gilbert, AZ, with 20 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
400 East Rivulon Boulevard, Gilbert, AZ, 85297
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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
July 2018 - Present · 7 yrs 10 mos
Morgan Stanley
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Schwab Private Client Investment Advisory, INC.
November 2015 - July 2017 · 1 yr 8 mos
Charles Schwab & CO., INC.Broker
November 2008 - July 2017 · 8 yrs 8 mos
Cue Financial Group, INC.
February 2008 - August 2008 · 6 mos
Cue Financial Group, INC.Broker
May 2007 - August 2008 · 1 yr 3 mos
Nylife Securities LLCBroker
October 2004 - June 2007 · 2 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.