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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Jacobson is a financial advisor with Morgan Stanley, working out of the Melville, NY office. Brett has been in the industry since 2005. Brett has a strong background in investment management and financial planning, and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Brett is committed to providing personalized financial advice and helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/01/2023 - Present
Morgan Stanley (Melville NY)
NY
10/01/2012 - 05/02/2023
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
03/09/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
11/30/2006 - 01/19/2007
AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
05/19/2006 - 07/18/2006
ADVANCED EQUITIES, INC. (NEW YORK NY)
NY
11/17/2004 - 05/18/2006
LAIDLAW & COMPANY (UK) LTD. (NEW YORK NY)
BOTH
Issued 11/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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