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Jacob Reeves

Morgan Stanley

Sarasota, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-02-09
FL RA APPROVED 2020-12-10
  • TX RA
    APPROVED
    Since 2021-02-09
  • FL RA
    APPROVED
    Since 2020-12-10

Branch Locations

2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • 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
Axa Advisors, Llc New York NY 06/2019 06/2020
Northwestern Mutual Tallahassee FL 07/2018 12/2018
Florida State University Tallahassee FL 05/2015 06/2019
Equitable Advisors, Llc New York NY 06/2019 11/2020
Morgan Stanley Sarsota FL 11/2020 Present
Morgan Stanley Private Bank, N.A New York NY 03/2021 Present
  • 06/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 07/2018 → 12/2018
    Northwestern Mutual
    Tallahassee, FL
  • 05/2015 → 06/2019
    Florida State University
    Tallahassee, FL
  • 06/2019 → 11/2020
    Equitable Advisors, Llc
    New York, NY
  • 11/2020 → Present
    Morgan Stanley
    Sarsota, FL
  • 03/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-30
  • S66 Uniform Combined State Law Examination
    2019-09-30
Other Names
  • Jacob Reeves
  • Jacob Michael Reeves

View on SEC IAPD

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Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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