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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Starr Jernigan is a financial advisor with Morgan Stanley. Jacob has been in the financial services industry since February 16, 1982, and has a wealth of experience in providing investment advice to individuals and businesses. Jacob's expertise includes asset allocation, financial planning, and portfolio management. Jacob holds the Series 6, 7, 26, 31, 63 and 65 licenses. Jacob is also a registered representative of FINRA. Jacob is a graduate of the University of Kansas. Jacob is committed to providing his clients with personalized financial advice that helps them 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
KS
11/01/2021 - Present
Morgan Stanley (Wichita KS)
KS
03/03/1997 - 11/01/2021
SECURITIES AMERICA, INC. (WICHITA KS)
GA
02/17/1982 - 03/06/1997
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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