Jacob E Davis

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

• 10/2015 → 06/2021
  Prince William County - Student
  Haymarket, VA
• 07/2021 → 05/2025
  Virginia Tech - Student
  Blacksburg, VA
• 06/2024 → 05/2026
  Guardian Life Insurance Company
  Reston, VA
• 05/2018 → 07/2021
  Effee's Frozen Favorites
  New Baltimore, VA
• 05/2022 → 08/2022
  Effee's Frozen Favorites
  New Baltimore, VA
• 05/2023 → 01/2024
  Jd Long Masonry
  Manassas, VA
• 05/2024 → 08/2025
  Effee's Frozen Favorites
  New Baltimore, VA
• 10/2025 → 05/2026
  Park Avenue Securities
  Reston, VA
• 07/2026 → Present
  Morgan Stanley
  Charleston, SC

Previous Registrations

• 2026-04-06 → 2026-05-15
  Park Avenue Securities Llc
  Reston, VA

Exams

• S66 Uniform Combined State Law Examination
  2026-03-26

Other Names

• Jacob Easton Davis