JF
JF

Jacob Fain

12 Years of Experience
Bend, OR
Broker

Jacob Fain is a registered investment advisor at Morgan Stanley, based in Bend, OR, with 12 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

705 SW Bonnett Way, Suite 1200, Bend, OR, 97702

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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 a board member of the Finance Committee for the City Club of Central Oregon since 2019. This civic/community activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Morgan Stanley
July 2013 - Present · 12 yrs 10 mos
Morgan StanleyBroker
June 2013 - Present · 12 yrs 11 mos
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.