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Evan Richard Jacobs

Morgan Stanley

New Orleans, LA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-05-04
TX RA APPROVED 2014-02-07
LA RA APPROVED 2012-01-23
MS RA APPROVED 2011-07-19
  • GA RA
    APPROVED
    Since 2026-05-04
  • TX RA
    APPROVED
    Since 2014-02-07
  • LA RA
    APPROVED
    Since 2012-01-23
  • MS RA
    APPROVED
    Since 2011-07-19

Branch Locations

1100 Poydras Street Suite 1900, New Orleans, LA 70163 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc New Orleans LA 07/2011 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 07/2011 → Present
    Morgan Stanley Smith Barney Llc
    New Orleans, LA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-18
  • S66 Uniform Combined State Law Examination
    2007-05-18

View on SEC IAPD

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MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
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STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
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