Brett A Jacobson

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 04/2023
  J.P. Morgan Securities Llc
  New York, NY
• 04/2023 → Present
  Morgan Stanley Smith Barney Llc
  Melville, NY
• 05/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2012-10-01 → 2023-05-02
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
• 2007-03-09 → 2012-10-01
  Chase Investment Services Corp.
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2006-05-22 → 2006-07-18
  Advanced Equities, Inc.
  Chicago, IL
  New York, NY

Other Businesses

*665007- Cold Spring Country Club; Investment related: No; Huntington, New York; Recreation; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 1; Investment Decisions/Advice

Exams

• S66 Uniform Combined State Law Examination
  2004-11-24

Other Names

• Brett Aaron Jacobson
• Brett Jacobson