Jacob Martinez is a registered investment advisor at Morgan Stanley, based in Folsom, CA, with 2 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2365 Iron Point Road, Suite 235, Folsom, CA, 95630
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacob works as an independent insurance agent for United Health Care, focusing on referrals. This activity does not take place during or after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations45 states
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