Elizabeth Jacobson-PellCRD Number: 5318772
Current Firm: Morgan Stanley
Elizabeth Jacobson-Pell (CRD# 5318772) is an Investment Advisor Representative working at Morgan Stanley in Woodland Hills, CA and has over 6 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||2|
|Morgan Stanley Smith Barney||Woodland Hills, CA||Jul 2010 - Current||6|
|University Of California Berkeley||Berkeley, CA||Sep 2006 - May 2010||3|
|Criterion Capital Management||San Francisco, CA||Oct 2009 - Feb 2010||< 1|
|Sears Holding Corporation||Northridge, CA||May 2009 - Aug 2009||< 1|
|Bj's Restaurant And Brewery||Burbank, CA||Apr 2006 - Jan 2009||2|
|Dantal Capital Group||Westwood, CA||May 2008 - Aug 2008||< 1|
|Morgan Stanley Dean Witter||San Francisco, CA||Jan 2007 - Dec 2007||< 1|
|Merrill Lynch||Encino, CA||Jun 2007 - Aug 2007||< 1|
|Peter Abel And Richard Berger, Cpa||Berkeley, CA||Jan 2007 - Apr 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2010|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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