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Robert J Jamke

Investment adviser representative at Morgan Stanley
7 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

7 years in the industry.

  1. Morgan StanleyAug 2021 to now
  2. Morgan Stanley Smith Barney LLCMar 2021 to now
  3. E*trade Securities LLCOct 2022 to Sep 2023
  4. Home DepotMay 2020 to Feb 2021
  5. AramarkOct 2019 to Mar 2020
  6. Full-time EducationApr 2019 to Oct 2019
  7. The StudySep 2018 to Mar 2019
  8. UnemployedJun 2018 to Sep 2018
  9. Texas RoadhouseSep 2017 to May 2018
  10. WendysApr 2017 to Aug 2017
  11. Full-time EducationAug 2016 to Mar 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
7335635
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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