Jake T Ciancio
Investment adviser representative at Morgan Stanley
12 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
12 years in the industry.
- Morgan StanleyJun 2026 to now
- Raymond James Financial Services Advisors, Inc.Oct 2025 to Mar 2026
- Raymond James Financial Services, Inc.Sep 2025 to Mar 2026
- Tempus AdvisorsSep 2025 to Mar 2026
- Fountainhead AdvisorsJun 2025 to Aug 2025
- MML Investors Services, LLCApr 2023 to May 2025
- Lenox AdvisorsDec 2022 to May 2025
- Massmutual Life Insurance CoDec 2022 to May 2025
- Northwestern MutualJul 2022 to Jan 2023
- UnemployedMay 2022 to Jul 2022
- Uhaul Bargain & StorageJun 2020 to Sep 2021
- Sports and Crafts Summer CampJun 2019 to Aug 2019
- Student At the University of DelawareJul 2018 to May 2022
- Renassiance Partners LLCJun 2018 to Feb 2019
- New Canaan HighschoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (CT, 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
- 7596436
- Firm CRD
- 149777