Jake Preston Tosti
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan StanleyOct 2024 to now
- The Vanguard Group, Inc.Jun 2023 to Oct 2024
- West Chester UniversityMay 2022 to Jul 2022
- Devon Park Specialty InsuranceSep 2021 to May 2023
- The Reeds At Shelter HavenMay 2021 to Jul 2021
- Bucks County Community CollegeDec 2020 to Jan 2021
- Cape May Car WashJun 2020 to Jul 2020
- Keenan Motors, LtdMar 2020 to Jul 2020
- University of South CarolinaAug 2019 to May 2023
- The Reeds At Shelter HavenJun 2019 to Aug 2019
- Keenan Motors, LtdAug 2018 to Jun 2019
- The Reeds At Shelter HavenJun 2018 to Aug 2018
- Central Bucks High School WestAug 2016 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7733147
- Firm CRD
- 149777