JJ
JJ

Justin Jacobs

12 Years of Experience
Boca Raton, FL
Broker

Justin Jacobs is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, 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

4855 Technology Way, Suite 600, Boca Raton, FL, 33431

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History

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.

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Other Business Activities

Justin is a sole proprietor, owner, or partner in rental property since 2015. This activity does not occur during business hours.

Employment History
Current Registrations
Morgan Stanley
April 2014 - Present · 12 yrs 1 mo
Morgan StanleyBroker
March 2014 - Present · 12 yrs 2 mos
State Registrations30 states
ALCACOCTDEFLGAIDILKYMAMDMEMIMSMTNCNHNJNMNVNYOHOKORPASCTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Justin Jacobs - Financial Advisor | TrueAdvisor