Justin Jacobs, Financial Advisor at Morgan Stanley

Justin Jacobs, Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley Building close client relations are essential to me and what I do.

Harnessing Morgan Stanley’s global resources and intellectual capital, I can help create a financial strategy that works for you. I help to formulate a strategy that builds and preserves the wealth of many different types of people and organizations across the spectrum; from affluent families looking to expand their portfolios to small business owners, retirees and professionals. At Morgan Stanley

, I have a number of valuable resources at my finger tips to assist with wealth preservation and generation, retirement and education planning. As an experienced Financial Professional, I follow a disciplined approach to gaining an understanding of my clients’ needs and objectives. I use this information to help formulate and design a strategy that is tailored specifically to each individual. Together we evaluate the plan and goals closely, and we monitor all areas of growth and change. I believe strongly in the Advisor and Client bond, and my approach is very client centric. I will work closely with you and your family to help achieve your financial goals.

US equities rallied Monday on news that the US and Iran reached an agreement to re-open the Strait of Hormuz. Read more ...
06/15/2026

US equities rallied Monday on news that the US and Iran reached an agreement to re-open the Strait of Hormuz. Read more in the 1% Move report.

morganstanley.com

"The best and most beautiful things in the world cannot be seen or even touched. They must be felt with the heart." — H...
06/12/2026

"The best and most beautiful things in the world cannot be seen or even touched. They must be felt with the heart." — Helen Keller

US equities rebounded Thursday after President Trump signaled an imminent end to the US-Iran conflict. Read more in the ...
06/11/2026

US equities rebounded Thursday after President Trump signaled an imminent end to the US-Iran conflict. Read more in the 1% Move report.

morganstanley.com

US equities fell Wednesday on heightened geopolitical tensions, with President Trump announcing renewed strikes on Iran....
06/10/2026

US equities fell Wednesday on heightened geopolitical tensions, with President Trump announcing renewed strikes on Iran. Read more in the 1% Move report.

microsoft.com

"The hidden risk: doing nothing" The biggest risk I see isn't a bad investment.It's no decision:• Old 401(k)s left scatt...
06/10/2026

"The hidden risk: doing nothing"

The biggest risk I see isn't a bad investment.

It's no decision:
• Old 401(k)s left scattered
• Beneficiaries not updated
• Insurance not reviewed
• Tax strategy on autopilot

Small oversights become expensive over time.

If you want a quick win this week: check your beneficiaries (retirement accounts + life insurance).

It's one of the highest-impact tasks most people delay.

US equities declined sharply on Friday, with stronger-than-expected employment data prompting a hawkish repricing of mon...
06/05/2026

US equities declined sharply on Friday, with stronger-than-expected employment data prompting a hawkish repricing of monetary policy expectations. Read more in the 1% Move report.

microsoft.com

"An eye for an eye will only make the whole world blind." ― Mahatma Gandhi
06/05/2026

"An eye for an eye will only make the whole world blind." ― Mahatma Gandhi

"A simple retirement planning truth" Retirement planning isn't an age. It's a math problem with emotions.The math: incom...
06/03/2026

"A simple retirement planning truth"

Retirement planning isn't an age. It's a math problem with emotions.

The math: income needs, taxes, inflation, longevity.
The emotions: fear of running out, guilt about spending, uncertainty about timing.

Good planning respects both.

If you're within 10 years of retirement, the question isn't "How aggressive should I be?"
It's: "How many different ways can this plan succeed?"

"Nobody cares how much you know, until they know how much you care" - Theodore Roosevelt
05/29/2026

"Nobody cares how much you know, until they know how much you care" - Theodore Roosevelt

"3 numbers worth knowing this quarter"Three numbers I like clients to keep handy (and why):1. Savings rate (what you con...
05/27/2026

"3 numbers worth knowing this quarter"

Three numbers I like clients to keep handy (and why):
1. Savings rate (what you control)
2. Emergency runway (how resilient you are)
3. Required spending (what your plan must cover)

Markets move. Life moves faster.

If you know these three, you make better decisions under pressure

Address

4855 Technology Way/Suite 600
Boca Raton, FL
33431

Telephone

+15613931801

Website

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