Jacob
Mahony
Morgan Stanley
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About this Advisor
Jacob Mahony is a financial advisor based in San Diego, California, working with Morgan Stanley. Jacob has previously held positions at Morgan Stanley, San Diego State University, Arup, Atrendia Aps, Credico Alliance, Jack's Surfboards, and Edison High School/Sowers Middle School. Jacob has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Jacob is part of Morgan Stanley, which operates out of San Diego, California. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jacob Mahony Work History
Morgan Stanley
Arup
Atrendia Aps
Credico Alliance
San Diego State University
Jack'S Surfboards
Edison High School/Sowers Middle School
Disclosures
Please visit the SEC profile of Jacob Mahony to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Kansas City, MO
New York, NY
San Diego, CA
Boston, MA
Wellesley Hills, MA
Kingsport, TN
Woodland Hills, CA
Oneonta, NY
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