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Jacob Edward Nannen

Morgan Stanley

Tuscaloosa, AL

Rochester, NY

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-04
AL RA APPROVED 2023-07-20
NY RA APPROVED 2023-05-16
  • TX RA
    APPROVED
    Since 2023-08-04
  • AL RA
    APPROVED
    Since 2023-07-20
  • NY RA
    APPROVED
    Since 2023-05-16

Branch Locations

1470 Northbank Parkway Suite 280, Tuscaloosa, AL 35406 • United States

300 Linden Oaks Suite 200, Rochester, NY 14625 • 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 Smith Barney Llc Rochester NY 03/2023 Present
Cgi Digital Rochester NY 02/2020 02/2023
Broker Genius New York NY 01/2018 12/2019
E Gartland & Associates Llc Mendon NY 07/2016 12/2017
Unemployed Fairport NY 12/2019 02/2020
Morgan Stanley Private Bank, N.A. New York NY 06/2023 Present
  • 03/2023 → Present
    Morgan Stanley Smith Barney Llc
    Rochester, NY
  • 02/2020 → 02/2023
    Cgi Digital
    Rochester, NY
  • 01/2018 → 12/2019
    Broker Genius
    New York, NY
  • 07/2016 → 12/2017
    E Gartland & Associates Llc
    Mendon, NY
  • 12/2019 → 02/2020
    Unemployed
    Fairport, NY
  • 06/2023 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-16
  • S66 Uniform Combined State Law Examination
    2023-05-16
Other Names
  • Jake Nannen
  • Jacob E Nannen

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · TUSCALOOSA, AL
EAGLE STRATEGIES LLC · TUSCALOOSA, AL
JMF CAPSTONE WEALTH MANAGEMENT · TUSCALOOSA, AL
MONEY CONCEPTS CAPITAL CORP · Tuscaloosa, AL
OSAIC WEALTH, INC. · TUSCALOOSA, AL
FINANCIAL ECONOMICS CONSULTING GROUP, INC. · TUSCALOOSA, AL
FINANCIAL ECONOMICS CONSULTING GROUP, INC. · TUSCALOOSA, AL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tuscaloosa, AL

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