James Jay Jacobson

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

Authority	Category	Status	Date
FL	RA	APPROVED	2024-01-19
TX	RA	APPROVED_RES	2020-02-19
MD	RA	APPROVED	2009-06-01

FL RA
APPROVED

Since 2024-01-19
TX RA
APPROVED_RES

Since 2020-02-19
MD RA
APPROVED

Since 2009-06-01

Branch Locations

Baltimore, MD • United States

2330 West Joppa Road Suite 255, Lutherville, MD 21093 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney	Lutherville	MD	06/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

06/2009 → Present

Morgan Stanley Smith Barney

Lutherville, MD
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

1997-06-26 → 2009-06-01

Citigroup Global Markets Inc.

Baltimore, MD

Baltimore, MD

Pikesville, MD

Other Businesses

*657928 - JACOBSON FAMILY GENERAL PARTNERSHIP; Investment related: Yes; BALTIMORE, Maryland; Investment/Finance/Banking; Partner (proprietor, partner, officer, director, employee, trustee, agent); 09/2015; During business hours: 1; After business hours: 0; Administrative

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-11-17
S63	Uniform Securities Agent State Law Examination	1987-05-18

S65 Uniform Investment Adviser Law Examination

1992-11-17
S63 Uniform Securities Agent State Law Examination

1987-05-18

Other Names

James Jay Jacobsen
Jamey Jacobson

View on SEC IAPD