Jacob C Golladay

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

• 03/2020 → Present
  Morgan Stanley Smith Barney Llc
  Gilbert, AZ
• 06/2019 → 03/2020
  Exp Realty
  Maricopa, AZ
• 12/2018 → 10/2019
  Oscar Health
  Tempe, AZ
• 02/2016 → 12/2018
  Discover Financial Services
  Phoenix, AZ
• 12/2019 → 12/2021
  United Parcel Service (Ups)
  Phoenix, AZ
• 12/2018 → 03/2020
  Lyft, Uber
  Phoenix, AZ

Other Businesses

(1) 690617 - University of Phoenix, School of Nursing / Not Investment Related / Phoenix, AZ / Hospital, Healthcare / Patient Model / Start 30-April-2026 / During business hours: 0 / After business hours: 3 / genital, urinary, prostate exams for students in nursing-medical school.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-11