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Jakob Slavin

4 Years of Experience
New York, NY
Broker

Jakob Slavin is a registered investment advisor at Morgan Stanley, based in New York, NY, with 4 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

399 Park Avenue, 12th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jakob is the sole proprietor/owner of Slavin Investments LLC, a retail/online store, since 2020. He dedicates minimal time to this activity outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Morgan Stanley
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
First Republic Securities Company, LLCBroker
October 2022 - April 2023 · 6 mos
First Republic Investment Management, INC.
October 2022 - April 2023 · 6 mos
UBS Financial Services INC.
March 2022 - October 2022 · 7 mos
UBS Financial Services INC.Broker
September 2021 - October 2022 · 1 yr 1 mo
State Registrations19 states
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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.