About Adam

Serving as your first-call advisor on any critical financial matter, Adam provides straightforward advice from an unbiased perspective. Working together to frame your objectives, a clear and comprehensive investment strategy is developed—one that reflects your lifestyle expectations, cash flow needs, risk tolerance and aspirations for your family.

Utilizing an institutionally-based process formulated over the course of his career, Adam delivers highly customized innovative solutions that extend far beyond your investment portfolio. Further unifying your plan, Adam works side-by-side with your existing tax, estate and legal advisors to lead a coordinated effort and ensure your professional team works as one.

While your family is unique, you may share many of the same challenges, opportunities and life transitions facing his other clients. In Adam, you have a trusted advisor eager to learn more about you and your family, while sharing how his approach and the vast resources of Morgan Stanley, can help you safeguard what you have earned while you pursue your most important life goals.

A native of New York, Adam studied Finance and Economics at The University of Wisconsin-Madison. Upon graduation, Adam returned to New York City where he currently resides with his wife and their two children. Outside of spending time with his family, Adam maintains an active lifestyle that includes travel photography, tennis and early morning trips to the gym.
Services Include
  • Wealth Consulting
  • Financial Planning1
  • Estate Planning Strategies2
  • Asset Management3
  • Corporate Trust Services
  • Divorce Financial Analysis4
  • Endowments and Foundations5
  • Executive Financial Services6
  • Philanthropic Services
  • Retirement Planning7
  • Stock Option Plans8
  • Stock Purchase Plans
  • Sustainable Investing9
  • Art Advisory10
Securities Agent: CA, CT, MD, MI, NJ, NY, RI, VA; Investment Advisor Representative; General Securities Representative
NMLS#: 1293987
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Experience

Drawing on over 20 years of industry experience working on traditional equity, fixed income and alternative investment strategies with Wall Street’s most prominent investment firms, Adam Jacobs helps affluent families develop highly customized investment solutions.

Leveraging his work with traditional asset managers, hedge funds and corporate and public pension plans within the institutional asset management community, Adam brings a unique perspective and tailored approach to his select clientele.

Adam holds a Bachelor’s Degree in International Relations from the University of Wisconsin, Madison.

    Working With You

    • Discovery Process
      Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
    • Formulation of Tax, Trust and Estate Strategy
      Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
    • Creation of Customized Strategic Asset Allocation
      Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
    • Integration of Tactical Asset Allocation
      Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
    • Implementation of a Customized Wealth Strategy
      After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
    • Ongoing Assessment
      In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

    Commmunity Involvement

    Adam spent the first 15 years of his career entrenched in the institutional asset management space before transitioning to Morgan Stanley in 2012. Adam made the change to Financial Advisor because he was seeking something more rewarding, and he seems to have found it -both in his practice and in his association with iMentor. “There’s an emphasis on relationships and solutions in both that I find very rewarding.”

    iMentor builds mentoring relationships, matching students from public high schools in New York City’s low-income communities with college-educated mentors to nurture a college aspiration in the student, navigate the college application process and build critical skills that lead to college success. In New York City, iMentor ensures every student in the schools receives a mentor.

    The relationship between Adam and his mentee Kevin were chronicled in the Spring edition of Focus, a quarterly magazine by the Lumina Foundation that highlights higher education issues. To read more about Adam and Kevin’s journey please read the article.

    If you would like to learn more about iMentor and how to get involved, please visit their website at www.imentor.org.

    Location

    522 5th Avenue, 11th
    Floor
    New York, NY 10036
    US
    Direct:
    (212) 603-6246(212) 603-6246
    From My Desk

    Global Investment Committee Weekly


    Investment and Market Perspectives

    On the Markets

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

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    Reserved | Living & Giving

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    Ready to start a conversation? Contact Adam Prescott Jacobs today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

    6Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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    10Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.

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    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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