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Jacob E Dodd

Morgan Stanley & Co. LLC

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About Jacob E Dodd

Jacob E Dodd is a registered representative with Morgan Stanley & Co. LLC, a firm with a strong presence in the financial services industry. Jacob joined the firm on July 31, 2023, and holds the Series 79TO and SIE licenses, demonstrating expertise in the investment banking field. With a focus on providing comprehensive financial solutions, Jacob E Dodd is dedicated to assisting clients with their investment needs and navigating the complex world of finance.

Firm Information

Jacob Dodd is currently registered with Morgan Stanley & Co. LLC. Morgan Stanley & Co. LLC is a Limited Liability Company formed on December 3, 1969. It is registered in 53 states and has one approved SEC registration. The firm has been involved in 471 Regulatory Events, 5 Civil Events, and 54 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

462

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jacob Dodd’s Registration & Firm History

CA

07/31/2023 - Present

Morgan Stanley & Co. LLC (Menlo Park CA)

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Licenses & Designations

BC

Issued 07/31/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/13/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob E Dodd.
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