Jacob M Boecher
Investment adviser representative at Morgan Stanley
12 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Morgan StanleyJun 2025 to now
- Cask and Ale BarSep 2024 to May 2025
- Jersey Mike's (madison Location)Sep 2024 to Oct 2024
- Wintrust Financial CorporationMay 2024 to Aug 2024
- Mondays BarMay 2023 to Sep 2024
- Jersey Mike's (bartlett Location)Jan 2023 to Jan 2025
- Uw-madison Dining ServicesSep 2022 to May 2023
- University of Wisconsin-madisonAug 2022 to May 2025
- Madison Area Technical CollegeAug 2021 to May 2022
- Jersey Mike's (st. Charles Location)Jun 2020 to Jan 2023
- Dairy QueenMay 2020 to Jun 2020
- Royal Fox Country ClubApr 2018 to Aug 2022
- St. Charles East High SchoolAug 2017 to May 2021
- The Lodge On 64Jun 2017 to Sep 2017
- St. Charles Country ClubApr 2017 to Aug 2022
- Thompson Middle SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8075421
- Firm CRD
- 149777