Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Clough is a registered investment advisor representative with Morgan Stanley, a firm with over 335,000 clients and over $1.4 trillion in assets under management. Jacob has been in the financial industry for over 8 years and is licensed in 53 states and 2 districts. Jacob has experience with a wide range of client types, including individuals, corporations, and investment companies. Jacob is dedicated to providing personalized financial advice and investment management services to help 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
IN
03/26/2020 - Present
Morgan Stanley (Indianapolis IN)
IN
06/10/2014 - 11/16/2017
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 01/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/19/2021
Series 4 - Registered Options Principal Examination
BC
Issued 08/04/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/05/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2017
Series 3 - National Commodity Futures Examination
BC
Issued 06/10/2014
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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