Morgan Stanley
47yrs
Top advisor by experience in New York
5yrs
James E. Jacobs
Financial advisor at J.p. Morgan Securities
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office270 Park Avenue Floors 24 And 25, New York, NY 10017
How the firm is paid ?Percent of assets, Other
States licensed ?1 state
Services through J.p. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2021 – nowJ.p. Morgan Securities LLCCurrent firm
Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About James
How do I contact James?
Call J.p. Morgan Securities at 800-999-2000 and ask for James E. Jacobs. James works from the New York, NY office.
How long has James been a financial advisor?
James has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Oppenheimer &
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Marc Ronald Green
Financial advisor
1285 Avenue Of The Americas 15 Thru 18th Floors
New York, NY 10019
New York, NY 10019
Top 1% by experience in New York
Crews & Associates
47yrs
Top advisor by experience at Crews & Associates