Justin Jacobs, Financial Advisor at Morgan Stanley
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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
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.
The 1% Move: June 15, 2026 morganstanley.com
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
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.
The 1% Move: June 11, 2026 morganstanley.com
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.
The 1% Move: June 10, 2026 microsoft.com
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.
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.
The 1% Move: June 5, 2026 microsoft.com
06/05/2026
"An eye for an eye will only make the whole world blind." ― Mahatma Gandhi
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?"
05/29/2026
"Nobody cares how much you know, until they know how much you care" - Theodore Roosevelt
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
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