Jacob Stevens

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

• 11/2024 → Present
  Morgan Stanley
  Gilbert, AZ
• 06/2023 → 09/2024
  Insight
  Chandler, AZ
• 08/2021 → 11/2024
  Instacart
  Glendale, AZ
• 08/2022 → 05/2023
  Arizona Christian University
  Glendale, AZ
• 05/2022 → 08/2022
  The Great Street Company Llc
  Prescott Valley, AZ
• 03/2021 → 04/2022
  Chic-Fil-A
  Glendale, AZ
• 05/2021 → 08/2021
  Rancho Sahuarita Clubhouse
  Sahuarita, AZ
• 08/2020 → 05/2023
  Arizona Christian University
  Glendale, AZ
• 06/2019 → 07/2019
  La Posada
  Green Valley, AZ
• 06/2011 → 08/2020
  Sahuarita Stingrays
  Sahuarita, AZ
• 05/2023 → 06/2023
  Green Valley Fire Department
  Green Valley, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-06-04
• S63 Uniform Securities Agent State Law Examination
  2025-01-24