Jake Daniel Fuoco
Investment adviser representative at Morgan Stanley
9 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
9 years in the industry.
- Morgan StanleyJun 2025 to now
- UnemployedApr 2025 to May 2025
- Associate StaffingJan 2025 to Mar 2025
- Principal Securites, Inc.Jan 2025 to Mar 2025
- Red Rocks CafeAug 2024 to Feb 2025
- UnemployedJun 2024 to Jul 2024
- UBSAug 2023 to May 2024
- Brasserie Du SoleilApr 2022 to Aug 2023
- Bonefish GrillOct 2021 to Jan 2022
- University of North Carolina WilmingtonAug 2020 to May 2024
- Mecklenburg County Council, Scouting AmericaJul 2019 to Jul 2019
- Swim Club Management Group, LLCJun 2019 to Jul 2019
- Red Rocks CafeApr 2019 to Apr 2023
- Dunkin' DonutsAug 2018 to Mar 2019
- Lake Norman Charter High SchoolAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7793288
- Firm CRD
- 149777