About Alan Jacobson
Alan Jacobson, CFP®, CIMA®, CPWA®, Senior Vice President, financial advisor developed his interest in financial services at the age of 17 after securing a part time job working for Prudential-Bache Securities. At the age of 19, Alan sat for and passed the Series 7 examination and continued to work part time at Merrill Lynch while attending college. After spending a brief time after graduation working at Chemical Bank, Alan joined Merrill Lynch where he spent the next 13 years of his career working as a financial advisor. During that time he earned the Certified Financial Planning (CFP®) designation and attended the prestigious Wharton School of Business to earn his Certified Investment Management analyst credentials (CIMA®). Alan also holds the Certified Private Wealth Advisor® (CPWA®) designation earned from Yale School of Management in 2018. Alan and his team joined Smith Barney in 2007 which eventually became Morgan Stanley. Alan focuses on comprehensive wealth management and financial planning for the team’s clients. Alan resides in Warren, NJ with his wife Tamara and three children, Laura, Lexi, and Ella.
Securities Agent: KS, OH, VT, VA, TX, NE, LA, DE, DC, WI, PA, NH, NC, MI, MA, KY, CA, AK, WA, UT, RI, NJ, AL, SC, CT, MO, MN, ME, MD, GA, CO, AZ, NY, NV, IL, OR, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1282501