Jacob A Gomolak
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 StanleyNov 2024 to now
- West Virginia School of Business and EconomicsJan 2024 to Apr 2024
- Northwestern MutualMay 2023 to Aug 2023
- JuscollegeAug 2022 to Dec 2022
- Lakeview Golf ResortMay 2021 to Mar 2022
- West Virginia UniversityAug 2020 to May 2024
- Pete Dye Golf ClubApr 2020 to Oct 2024
- Poky DotApr 2018 to Apr 2019
- Fairmont Senior High SchoolAug 2016 to May 2024
- N/aApr 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 3 states (PA, TX, WV).
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
- 7763614
- Firm CRD
- 149777