JM
JM

Jacob Mahony

5 Years of Experience
San Diego, CA
Broker

Jacob Mahony is a registered investment advisor at Morgan Stanley, based in San Diego, CA, 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

4350 La Jolla Village Drive, Suite 1000, San Diego, CA, 92122

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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 works as a contractor for Happening Times LLC, a restaurant/bar/nightclub in San Diego, since May 2024. This activity is not investment-related and takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
September 2020 - Present · 5 yrs 8 mos
Morgan StanleyBroker
August 2020 - Present · 5 yrs 9 mos
State Registrations42 states
ALAZCACOCTDCFLGAHIIAIDILINKYLAMAMDMEMIMNMOMTNCNENJNMNVNYOHOKORPASCSDTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.