Chad Robert Jacob

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-16
TX	RA	APPROVED_RES	2015-09-01

NY RA
APPROVED

Since 2021-06-16
TX RA
APPROVED_RES

Since 2015-09-01

Branch Locations

300 Linden Oaks Suite 200, Rochester, NY 14625 • 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

Organization	City	State	From	To
Morgan Stanley	Rochester	NY	06/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

06/2009 → Present

Morgan Stanley

Rochester, NY
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Other Businesses

*461044- Bristol Mountain Race Club; Investment related No; Victor, New York; Recreation; Volunteer Coach (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours:32 ; Labor/Service

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2006-02-24

S63 Uniform Securities Agent State Law Examination

2006-02-24

View on SEC IAPD

Current Employers

Morgan Stanley

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews