Jacob R Martin

Kansas City, MO

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-03-26
MO	RA	APPROVED	2024-03-22

TX RA
APPROVED

Since 2024-03-26
MO RA
APPROVED

Since 2024-03-22

Branch Locations

4520 Main Street, Kansas City, MO 64111 • 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	Kansas City	MO	06/2022	Present
Ups	Kansas City	KS	11/2020	12/2021
Amazon	Kansas City	MO	08/2020	12/2020
Apex Energy Solutions	Kansas City	MO	05/2020	08/2020
At Home	Lee's Summit	MO	11/2019	05/2020
Lee's Summit North High School	Lee's Summit	MO	08/2018	05/2019
Hy-Vee	Blue Springs	MO	05/2018	09/2019
Legacy Park	Lee's Summit	MO	08/2015	12/2016
Locali Automotive	Kansas City	MO	09/2021	05/2023
University Of Missouri-Kansas City	Kansas City	MO	08/2019	05/2023
Lee's Summit North High School	Lee's Summit	MO	08/2015	05/2019

06/2022 → Present

Morgan Stanley

Kansas City, MO
11/2020 → 12/2021

Ups

Kansas City, KS
08/2020 → 12/2020

Amazon

Kansas City, MO
05/2020 → 08/2020

Apex Energy Solutions

Kansas City, MO
11/2019 → 05/2020

At Home

Lee's Summit, MO
08/2018 → 05/2019

Lee's Summit North High School

Lee's Summit, MO
05/2018 → 09/2019

Hy-Vee

Blue Springs, MO
08/2015 → 12/2016

Legacy Park

Lee's Summit, MO
09/2021 → 05/2023

Locali Automotive

Kansas City, MO
08/2019 → 05/2023

University Of Missouri-Kansas City

Kansas City, MO
08/2015 → 05/2019

Lee's Summit North High School

Lee's Summit, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-03-22

S66 Uniform Combined State Law Examination

2024-03-22

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

U.S. BANCORP ADVISORS, LLC

DOMINION PORTFOLIO MANAGEMENT, INC.

COPPER FINANCIAL

OSAIC WEALTH, INC.

MARKET INVESTMENT GROUP, LLC

Other Investors

FRANK JOSEPH JANACARO

SETH ALLAN KEETHLER

William Scott Wiley

Frederick G Prewitt

JOSEPH MARINO ST GEORGE

ADELINE ELIZABETH KROPF

Michael Andrew Keeton

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO

LPL FINANCIAL LLC · Kansas City, MO

U.S. BANCORP ADVISORS, LLC · Kansas City, MO

EDWARD JONES · KANSAS CITY, MO

DOMINION PORTFOLIO MANAGEMENT, INC. · KANSAS CITY, MO

COPPER FINANCIAL · Kansas City, MO

OSAIC WEALTH, INC. · KANSAS CITY, MO

EDWARD JONES · KANSAS CITY, MO

More in Kansas City, MO

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