JC
JC

Jacob Clough

11 Years of Experience
Indianapolis, IN
Broker

Jacob Clough is a registered investment advisor at Morgan Stanley, based in Indianapolis, IN, with 11 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

111 Monument Circle, Suite 3100, Indianapolis, IN, 46204

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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 serves as a successor trustee for a trust in Indianapolis, Indiana, since 2020. This estate administration activity does not require any time commitment during or after business hours.

Employment History
Current Registrations
Morgan Stanley
January 2018 - Present · 8 yrs 4 mos
Morgan StanleyBroker
November 2017 - Present · 8 yrs 6 mos
Morgan Stanley
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
June 2014 - November 2017 · 3 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.