Jacob A Wahl

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

• 09/2021 → 05/2023
  Robinhood Financial, Llc
  Westlake, TX
• 01/2021 → 05/2021
  St. Anthony's Care Center
  Waco, TX
• 05/2018 → 08/2018
  Lantana Country Club
  Argyle, TX
• 03/2017 → 08/2021
  Baskin Robbins
  Flower Mound, TX
• 11/2020 → 05/2021
  Doordash
  Waco, TX
• 09/2011 → 06/2017
  Mckamy Middle School/Flower Mound High School
  Flower Mound, TX
• 08/2017 → 05/2021
  Baylor University
  Waco, TX
• 06/2022 → 05/2023
  Robinhood Markets, Inc
  Westlake, TX
• 01/2024 → Present
  Morgan Stanley
  Dallas, TX
• 05/2023 → 01/2024
  Unemployed
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-08-12
• S63 Uniform Securities Agent State Law Examination
  2022-01-25

Other Names

• Jacob Allen Wahl