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Justin Jacobs

Financial Advisor at Morgan Stanley Insurance Planning Director (IPD) Qualified Plan Financial Consultant (QPFC)

As a Financial Advisor at Morgan Stanley, Justin Jacobs has gained significant experience working closely with clients to create tailored investment solutions that align with their financial goals. With a Bachelor of Commerce (B.Com.) Honours in Accounting and Finance from the University of South Africa/Universiteit van Suid-Afrika, Justin has honed his skills across various continents as he serves small business owners, affluent families, and retirees. With extensive knowledge of Morgan Stanley's proprietary risk tools, Goals Planning System, and open architectural platform, Justin leverages these resources to preserve and grow clients' wealth.

Before joining Morgan Stanley, Justin held prestigious positions with a number of financial institutions with global footprints. At Barclays Investment Bank, he served as Vice President Counterparty Risk Trading. He managed Flow and Structured Credit Derivatives at BNP Paribas, and he began his career as an accountant with Deloitte. Justin focuses on forming close relationships with his clients and taking the time to understand their unique goals before crafting solutions to meet their needs. He believes firmly in the advisor-client bond and subscribes to a client-centric approach.

Contact Justin at justin.jacobs@morganstanley.com, visit his website at www.morganstanleyfa.com/justin.jacobs, or call 561-393-1801 to schedule an appointment.

Justin Jacobs
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Location

West Palm Beach, Florida, United States

Justin Jacobs

Financial Advisor at Morgan Stanley Insurance Planning Director (IPD) Qualified Plan Financial Consultant (QPFC)

Justin Jacobs
Get intro to Justin
Add to my network

Location

West Palm Beach, Florida, United States

As a Financial Advisor at Morgan Stanley, Justin Jacobs has gained significant experience working closely with clients to create tailored investment solutions that align with their financial goals. With a Bachelor of Commerce (B.Com.) Honours in Accounting and Finance from the University of South Africa/Universiteit van Suid-Afrika, Justin has honed his skills across various continents as he serves small business owners, affluent families, and retirees. With extensive knowledge of Morgan Stanley's proprietary risk tools, Goals Planning System, and open architectural platform, Justin leverages these resources to preserve and grow clients' wealth.

Before joining Morgan Stanley, Justin held prestigious positions with a number of financial institutions with global footprints. At Barclays Investment Bank, he served as Vice President Counterparty Risk Trading. He managed Flow and Structured Credit Derivatives at BNP Paribas, and he began his career as an accountant with Deloitte. Justin focuses on forming close relationships with his clients and taking the time to understand their unique goals before crafting solutions to meet their needs. He believes firmly in the advisor-client bond and subscribes to a client-centric approach.

Contact Justin at justin.jacobs@morganstanley.com, visit his website at www.morganstanleyfa.com/justin.jacobs, or call 561-393-1801 to schedule an appointment.

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