Jacob Williquette is a registered investment advisor at Morgan Stanley, based in Green Bay, WI, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Assets Under Management
Fee Structure
Location
111 North Washington Street, Suite 410, Green Bay, WI, 54301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob is on the Finance Committee for Options for Independent Living since 2021 and a Board Member and on the Finance Committee for Goodwill NCW since 2023. These activities require minimal time and are administrative in nature.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations29 states
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