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Jacob Marquez

Morgan Stanley

Walnut Creek, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-20
CA RA APPROVED 2023-04-14
  • TX RA
    APPROVED
    Since 2023-04-20
  • CA RA
    APPROVED
    Since 2023-04-14

Branch Locations

1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • 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
Morgan Stanley Walnut Creek CA 09/2022 Present
Oregon Health & Science University Portland OR 12/2020 08/2022
Oregon State University Corvallis OR 09/2016 03/2020
Toyota Of Gladstone Gladstone OR 06/2017 09/2017
Wilco Farm Stores Oregon City OR 06/2016 09/2016
Period Of Unemployment [Covid-19 Pandemic] Oregon City OR 03/2020 12/2020
  • 09/2022 → Present
    Morgan Stanley
    Walnut Creek, CA
  • 12/2020 → 08/2022
    Oregon Health & Science University
    Portland, OR
  • 09/2016 → 03/2020
    Oregon State University
    Corvallis, OR
  • 06/2017 → 09/2017
    Toyota Of Gladstone
    Gladstone, OR
  • 06/2016 → 09/2016
    Wilco Farm Stores
    Oregon City, OR
  • 03/2020 → 12/2020
    Period Of Unemployment [Covid-19 Pandemic]
    Oregon City, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-14
  • S66 Uniform Combined State Law Examination
    2023-04-14

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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