Verified recordFinancial Services

John Jacobson

Financial Advisor at Morgan Stanley

Based in Scottsdale, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Scottsdale

Industry

Financial Services

Company size

100K

Contact information

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Email

1 credit

j•••••••@morganstanley.com

Phone

5 credits

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Background

About John Jacobson

Experienced building & managing productive client relationships by performing needs based financial consultations for client's investment management and financial planning needs. I am effective in consultative sales, business development, relationship management and customer service roles. I currently hold FINRA Series 6, Series 7, Series 66 Licensed in Arizona for Accident, Life, Health & Long-Term Care Insurance, Variable Life & Annuities

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