Robert W. Baird & Co.
45yrs
Top advisor by experience in Charleston
New
Jacob Davis is a fiduciary financial advisor in Charleston, South Carolina, registered since Mar 2026. Jacob joined Morgan Stanley in 2026, after less than a year at Park Avenue Securities. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 409 advisors with offices in Charleston, and one of 386 fiduciaries.
At a glance
ExperienceNew to the profession (since Mar 2026)
How that compares ?New to the profession
Office850 Morrison Drive Suite 800, Charleston, SC 29403
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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.
Series 66Uniform Combined State Law Examination
Career
- Aug 2026 – nowMorgan StanleyCurrent firm
- Apr 2026 – May 2026Park Avenue Securities LLCPreviously
Contact Jacob
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Jacob. 850 Morrison Drive Suite 800Charleston, SC 29403Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Jacob
Tailored to Jacob’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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?
My notes and scorecard
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About Jacob
How do I contact Jacob?
Call Morgan Stanley at (914) 225-5510 and ask for Jacob Davis. Jacob works from the Charleston, SC office.
How long has Jacob been a financial advisor?
Jacob is new to the profession, registered since Mar 2026, and holds 1 license.
What licenses does Jacob hold?
Series 66. Tap any license on this page to see what it allows.
Is Jacob a fiduciary?
Jacob is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jacob paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Jacob for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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