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Daniel Jacobsen

5 Years of Experience
Chicago, IL
Broker

Daniel Jacobsen is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 5 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

233 South Wacker Drive, Suite 8600, Chicago, IL, 60606

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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

Daniel works as a contractor for Uber, providing labor and services in the automotive/transportation industry. This takes about 10-20% of his time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
January 2023 - Present · 3 yrs 4 mos
Morgan StanleyBroker
August 2020 - Present · 5 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.