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Jacob Stephen Simonton

Morgan Stanley

Leawood, KS

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-13
KS RA APPROVED 2025-05-27
  • TX RA
    APPROVED
    Since 2025-06-13
  • KS RA
    APPROVED
    Since 2025-05-27

Branch Locations

11161 Overbrook Road Suite 225, Leawood, KS 66211 • 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
The Keller Pointe Keller TX 05/2016 05/2018
The Lost Cajun Keller TX 05/2018 05/2019
Fidelity Investments Westlake TX 05/2020 07/2020
Fidelity Investments Westlake TX 05/2021 07/2021
Unemployed Fayetteville AR 05/2019 05/2020
Unemployed Fayetteville AR 07/2021 05/2022
Fidelity Investments Westlake TX 05/2022 12/2024
Unemployed Fayetteville AR 07/2020 05/2021
Morgan Stanley Leawood KS 01/2025 Present
  • 05/2016 → 05/2018
    The Keller Pointe
    Keller, TX
  • 05/2018 → 05/2019
    The Lost Cajun
    Keller, TX
  • 05/2020 → 07/2020
    Fidelity Investments
    Westlake, TX
  • 05/2021 → 07/2021
    Fidelity Investments
    Westlake, TX
  • 05/2019 → 05/2020
    Unemployed
    Fayetteville, AR
  • 07/2021 → 05/2022
    Unemployed
    Fayetteville, AR
  • 05/2022 → 12/2024
    Fidelity Investments
    Westlake, TX
  • 07/2020 → 05/2021
    Unemployed
    Fayetteville, AR
  • 01/2025 → Present
    Morgan Stanley
    Leawood, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-27
  • S66 Uniform Combined State Law Examination
    2025-05-27
Other Names
  • Jacob Stephen Simonton
  • Jacob Simonton

View on SEC IAPD

Other Firms

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FIRST NATIONAL ADVISERS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TFB ADVISORS, LLC
BEACON WEALTH ADVISORY
FREESTATE ADVISORS LLC
GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC

Other Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON
MATTHEW JOHN SCHOENFELD
NATHAN DAVID PAULSON
Michael Nathan Paulson
MICHAEL FRANK BACA
THOMAS SCOTT WOODWARD

Other Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
FIRST NATIONAL ADVISERS, LLC · Overland Park, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
TFB ADVISORS, LLC · OVERLAND PARK, KS
BEACON WEALTH ADVISORY · OVERLAND PARK, KS

More in Leawood, KS

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