Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob W Mahony is a financial advisor registered with Morgan Stanley. Jacob has been in the industry since August 2020. Jacob has passed the Series 7TO, SIE, and Series 66 exams. Jacob has a current registration in California and Texas. Jacob is registered as both a broker-dealer and an investment advisor. Jacob has a diverse background in various industries, including work at Arup, Atrendia ApS, and Credico Alliance. Jacob has over 40 approved state registrations, including Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virgin Islands, Virginia, Washington, and Wisconsin. In addition to Jacob's work at Morgan Stanley, Jacob is also a proprietor of Happening Times LLC, a restaurant/bar/nightclub in San Diego, California. Morgan Stanley is a large firm with over $10 billion to $50 billion in assets under management. Morgan Stanley is known for providing a variety of financial services, including financial planning, portfolio management, and asset allocation advice.
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
CA
11/17/2020 - Present
Morgan Stanley (San Diego CA)
BOTH
Issued 09/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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