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Jacob William Wilson

Morgan Stanley & Co. LLC

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About Jacob William Wilson

Jacob William Wilson is a financial advisor with over 10 years of experience in the industry. Jacob is currently registered with Morgan Stanley & Co. LLC, a firm with a strong reputation in the financial services sector. Prior to joining Morgan Stanley, Jacob worked at Goldman, Sachs & Co. and Hornor, Townsend & Kent, Inc. Jacob has a broad range of experience and holds the Series 7, Series 63, and SIE licenses. Jacob's expertise and commitment to client service make him a valuable resource for individuals seeking personalized financial guidance.

Firm Information

Jacob Wilson 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 Wilson’s Registration & Firm History

CA

04/09/2012 - Present

Morgan Stanley & Co. LLC (San Francisco CA)

NY

01/08/2011 - 04/04/2012

GOLDMAN, SACHS & CO. (NEW YORK NY)

IL

10/09/2009 - 12/22/2010

HORNOR, TOWNSEND & KENT, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 11/10/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

MIAX Sapphire

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jacob William Wilson.
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