Jacob Fain, financial advisor Bend OR
89 score

Jacob Fain

CRD Number: 6208496
Current Firm: Morgan Stanley

Jacob Fain (CRD# 6208496) is an Investment Advisor Representative working at Morgan Stanley in Bend, OR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Bend, OR May 2013 - Current 3
Deschutes Children's Foundation Bend, OR Dec 2010 - May 2013 2
Big Brothers Big Sisters Portland, OR Nov 2009 - Dec 2010 1
Corporation For National Community Service Portland, OR Nov 2008 - Nov 2009 1
Free Geek Portland, OR Mar 2008 - Nov 2008 < 1
Outback Steakhouse Portland, OR Jul 2003 - Sep 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Jacob A. Fain
Phone Number: 914-225-5510
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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