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Jacob W Brotman

Moelis & Co. LLC

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About Jacob W Brotman

Jacob W Brotman is a registered representative with Moelis & Co. LLC. Jacob has been in the industry since 2021. Jacob holds the Series 7, 79, and SIE licenses. Jacob's current office is located at 10100 Santa Monica Blvd, SUITE 1600, CENTURY CITY, CA 90067.

Firm Information

Jacob Brotman is currently registered with Moelis & Co. LLC. Moelis & Co. LLC is a Limited Liability Company that was formed on June 12, 2007. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

154

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 Brotman’s Registration & Firm History

CA

09/07/2023 - Present

Moelis & Co. LLC (LOS ANGELES CA)

CA

05/03/2021 - 03/06/2023

MOELIS & COMPANY LLC (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 08/06/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/03/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 03/05/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob W Brotman.
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