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Jacob G Rohrer

Morgan Stanley

San Francisco, CA

CRD 7687396

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-07
TX RA APPROVED 2023-08-03
CO RA APPROVED 2023-07-26
  • CA RA
    APPROVED
    Since 2024-10-07
  • TX RA
    APPROVED
    Since 2023-08-03
  • CO RA
    APPROVED
    Since 2023-07-26

Branch Locations

555 California Street 35Th Floor, San Francisco, CA 94104 • 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 San Francisco CA 01/2023 Present
Broe Management Company, Llc Denver CO 09/2020 03/2022
Crestone Capital, Llc Boulder CO 06/2019 09/2020
Unemployed Denver CO 03/2022 01/2023
Student Boulder CO 04/2013 05/2020
Urban Roots Brewing & Smokehouse Sacramento CA 05/2017 08/2017
  • 01/2023 → Present
    Morgan Stanley
    San Francisco, CA
  • 09/2020 → 03/2022
    Broe Management Company, Llc
    Denver, CO
  • 06/2019 → 09/2020
    Crestone Capital, Llc
    Boulder, CO
  • 03/2022 → 01/2023
    Unemployed
    Denver, CO
  • 04/2013 → 05/2020
    Student
    Boulder, CO
  • 05/2017 → 08/2017
    Urban Roots Brewing & Smokehouse
    Sacramento, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-26
  • S66 Uniform Combined State Law Examination
    2023-07-26

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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