JB
JB

Jacob Buerke

8 Years of Experience
New York, NY
Broker

Jacob Buerke is a registered investment advisor at Morgan Stanley, based in New York, NY, with 8 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

1585 Broadway, New York, NY, 10036

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jacob is the sole proprietor/owner of Minetta Ventures LLC, involved in affiliate marketing of premium cigars, spending minimal time after business hours. He also owns chtrbx, a technology company, dedicating about 10-20% of his time after business hours to business development and growth.

Employment History
Current Registrations
Morgan Stanley
December 2021 - Present · 4 yrs 5 mos
Morgan Stanley
March 2021 - Present · 5 yrs 2 mos
Morgan StanleyBroker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Scottrade, INC.Broker
August 2010 - November 2013 · 3 yrs 3 mos
State Registrations1 state
NY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.