James Jacobson Email & Phone Number
First Vice President-Wealth Management Financial Advisor
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James Jacobson Location
- Washington, DC, US
James Jacobson Work
- 1997 -now First Vice President-Wealth Management Financial Advisor @ Morgan Stanley
- 1987 -1997 Associate Vice President @
- 1982 -1987 Federal Account Representative @
James Jacobson Education
- University of Maryland College Park
BS (Marketing)
1977-1981 - PHS 1974-1977
James Jacobson Skills
- Sales
- Finance
- Accounting
- Microsoft Word
- Marketing
- Financial Analysis
- Wealth Management Services
- Financial Planning
- Auto Finance
James Jacobson Summary
- James Jacobson, based in Washington, DC, US, is currently a First Vice President-Wealth Management Financial Advisor at Morgan Stanley. James Jacobson brings experience from previous roles at Wells Fargo and Dun & Bradstreet. James Jacobson holds a 1977 - 1981 BS in Marketing @ University of Maryland College Park. With a robust skill set that includes Sales, Finance, Accounting, Microsoft Word, Marketing and more. James Jacobson has 1 mobile phone numbers on RocketReach.
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