BJ
BJ
Brett Jacobson is a registered investment advisor at Morgan Stanley, based in Melville, NY, 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
58 South Service Road, Suite 400, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2008Denied
Employment History
Current Registrations
Morgan StanleyBroker
April 2023 - Present · 3 yrs 1 mo
Morgan Stanley
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - May 2023 · 10 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - May 2023 · 10 yrs 7 mos
Chase Investment Services CORP.Broker
March 2007 - October 2012 · 5 yrs 7 mos
Chase Investment Services CORP.
March 2007 - October 2012 · 5 yrs 7 mos
Ameriprise Financial Services, INC.Broker
November 2006 - January 2007 · 2 mos
Advanced Equities, INC.
May 2006 - July 2006 · 2 mos
Advanced Equities, INC.Broker
May 2006 - July 2006 · 2 mos
Laidlaw & Company (UK) LTD.Broker
November 2004 - May 2006 · 1 yr 6 mos
State Registrations23 states
CACOCTDEFLGAHIILMAMDMEMINCNHNJNYOHPASCTNTXUTVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.