Jake T Barone
Investment adviser representative at Morgan Stanley
13 yearsExperience
3 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 Stanley Private Bank, N.AJan 2026 to now
- Morgan StanleyJun 2023 to now
- Ocean MistOct 2022 to May 2023
- South Kingstown School DistrictOct 2022 to May 2023
- Whalers Brewing Co.Oct 2022 to May 2023
- Mariner GrilleOct 2021 to Feb 2022
- Villa PositanoSep 2018 to Aug 2022
- Kent CompaniesMay 2017 to Aug 2022
- Spinnaker ManagementMay 2017 to Aug 2022
- Monroe Woodbury Central School DistrcitJun 2013 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (NJ, 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
- 7538464
- Firm CRD
- 149777