Jake Orlowski
Investment adviser representative at Morgan Stanley
13 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
13 years in the industry.
- Morgan StanleySep 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2022 to Aug 2024
- Equitable Advisors, LLCJul 2021 to Mar 2022
- Mariano'sDec 2020 to Feb 2021
- FedexJun 2020 to Aug 2020
- AmazonMar 2020 to May 2020
- University of Illinois Admissions OfficeDec 2019 to Apr 2020
- Kam'sMar 2018 to May 2021
- University of Illinois Urbana-champaignAug 2017 to May 2021
- Mariano'sSep 2015 to Aug 2017
- Carmel Catholic High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7401680
- Firm CRD
- 149777