Jake G Sine
Investment adviser representative at Morgan Stanley
11 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
11 years in the industry.
- Morgan StanleyOct 2024 to now
- UnemployedJun 2024 to Oct 2024
- The Vanguard Group, Inc.Sep 2019 to Jun 2024
- FollettJul 2019 to Aug 2019
- PostmatesJan 2019 to Jul 2019
- FollettJan 2019 to Feb 2019
- SproutsJun 2018 to Dec 2018
- Forest Highlands Golf CourseMay 2018 to Sep 2018
- SnowbowlSep 2017 to May 2018
- Camp WestmontMay 2016 to Aug 2017
- Northern Arizona UniversityAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7174056
- Firm CRD
- 149777