Daniel Michael Jacobsen

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

• 01/2019 → Present
  Morgan Stanley Smith Barney Llc
  Chicago, IL
• 09/2017 → 05/2018
  Dayton Freight Lines, Inc.
  Lowell, IN
• 08/2014 → 12/2018
  Purdue University Northwest
  Hammond, IN
• 05/2018 → 12/2018
  Morgan Stanley Smith Barney Llc
  Chicago, IL

Other Businesses

*543620- Uber; Investment related-No; San Francisco, California; Automotive/Transportation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 02/2023; During business hours: 0; After business hours: 15; Labor/Service

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-06
• S63 Uniform Securities Agent State Law Examination
  2022-09-02