MJ
MJ
Mark Jakubovie
44 Years of Experience
Indianapolis, IN
5 DisclosuresBroker
Mark Jakubovie is a registered investment advisor at Morgan Stanley, based in Indianapolis, IN, with 44 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
800 East 96th Street, Suite 400, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (5)
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Customer Dispute
May 1999Denied
Regulatory
December 1990Final
Customer Dispute
August 1990Settled
Regulatory
November 1989Final
Employment Separation After Allegations
October 1989Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
December 1998 - June 2009 · 10 yrs 6 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
November 1989 - July 1993 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1981 - November 1989 · 8 yrs 4 mos
State Registrations27 states
ALAZCACODEFLILINKYMAMDMIMNMOMTNCNMNYOHOKORPASCTNUTVAWI
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.