Jacob Tyler Sauertig
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Jacob Tyler Sauertig? Claim your profile
Contact this firm
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
10 years in the industry.
- Morgan Stanley Private Bank, N.AMar 2026 to now
- Morgan StanleyDec 2023 to now
- Morgan Stanley Smith Barney LLCOct 2023 to now
- Morgan Stanley Bank, N.A.Aug 2022 to Oct 2023
- Morgan Stanley & Co., LLCJul 2021 to Oct 2023
- Morgan Stanley Services Group, Inc.Jul 2021 to Aug 2022
- University of MichiganSep 2020 to May 2021
- Morgan Stanley & Co. LLCJun 2020 to Jul 2020
- University of MichiganSep 2019 to May 2020
- Valley BankJun 2019 to Aug 2019
- University of MichiganSep 2018 to May 2019
- Pearl MediaJun 2018 to Aug 2018
- University of MichiganSep 2017 to May 2018
- Cbs RadioJun 2017 to Aug 2017
- Montville Township High SchoolSep 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7242195
- Firm CRD
- 149777