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Jacob M Dunn

Morgan Stanley

Boston, MA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
CT RA APPROVED 2020-09-18
TX RA APPROVED 2020-09-18
  • NY RA
    APPROVED
    Since 2021-06-16
  • CT RA
    APPROVED
    Since 2020-09-18
  • TX RA
    APPROVED
    Since 2020-09-18

Branch Locations

28 State Street 26Th Floor, Boston, MA 02109 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 06/2008 09/2020
Bank Of America, N.A. New York NY 09/2009 09/2020
Morgan Stanley Smith Barney Llc Boston MA 09/2020 Present
Morgan Stanley Private Bank, N.A New York NY 09/2020 Present
  • 06/2008 → 09/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    New York, NY
  • 09/2009 → 09/2020
    Bank Of America, N.A.
    New York, NY
  • 09/2020 → Present
    Morgan Stanley Smith Barney Llc
    Boston, MA
  • 09/2020 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Other Businesses

*415745 - Trust; Investment related - Yes; Larchmont, New York; Trustee; Nov 2020; During business hours: 0; After business hours: 1

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-01
  • S66 Uniform Combined State Law Examination
    2008-10-01
Other Names
  • Jake Dunn

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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