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Detailed Report
Jacob A Haimson
JACOB HAIMSON, Jacob Alvin Haimson
CRD#: 6861111
IA
Investment Adviser
B
Broker
MORGAN STANLEYCRD#: 149777 100 Front Street
Suite 600
West Conshohocken, PA 19428
Registration History
20172018201920202021202220232024202520262 FIRMS2017 - 2020 (2 years)2 FIRMS2021 - Present (3 years)
License(s)

State Registrations

B
Arizona 7/22/2021
B
New Mexico 9/22/2022
B
California 7/22/2021
B
New York 7/22/2021
B
Colorado 7/22/2021
B
North Carolina 7/22/2021
B
Connecticut 9/22/2022
B
Ohio 2/25/2022
B
Delaware 9/22/2022
B
Oklahoma 7/22/2021
B
District of Columbia 7/22/2021
B
Pennsylvania 7/22/2021
B
Florida 7/22/2021
IA
Pennsylvania 7/22/2021
B
Georgia 7/22/2021
B
Rhode Island 7/22/2021
B
Hawaii 9/22/2022
B
South Carolina 7/22/2021
B
Illinois 7/22/2021
B
Tennessee 10/3/2024
B
Maine 7/22/2021
B
Texas 7/22/2021
B
Maryland 7/22/2021
IA
Texas 7/22/2021
B
Massachusetts 7/22/2021
B
Utah 9/22/2022
B
Michigan 7/22/2021
B
Vermont 7/22/2021
B
Minnesota 2/24/2022
B
Virginia 7/22/2021
B
Montana 7/22/2021
B
Washington 7/22/2021
B
Nevada 9/22/2022
B
West Virginia 7/22/2021
B
New Hampshire 2/24/2022
B
Wyoming 9/22/2022
B
New Jersey 7/22/2021

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MORGAN STANLEY (CRD#:149777)
100 Front Street Suite 600, West Conshohocken, PA 19428
Registered with this firm since 7/22/2021
B
MORGAN STANLEY (CRD#:149777)
100 Front Street Suite 600, West Conshohocken, PA 19428
Registered with this firm since 7/22/2021
Previous Registration(s)
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IA
 12/11/2017 - 01/06/2020 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) PENNINGTON, NJ
B
 10/26/2017 - 01/06/2020 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) PENNINGTON, NJ
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.