Jacob Princinsky
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 2025 to now
- Morgan Stanley Smith Barney LLCSep 2025 to now
- UnemployedApr 2025 to Sep 2025
- Morgan Stanley Smith Barney LLCNov 2024 to Apr 2025
- UnemployedApr 2024 to Oct 2024
- Chipotle Mexican GrillOct 2023 to Feb 2024
- Grit and Lavender Financial PlanningJun 2023 to Aug 2023
- Invited (dba Oak Point Country Club)May 2023 to Aug 2023
- Gvsu Seidman College of BusinessNov 2022 to Apr 2023
- MeijerDec 2021 to Aug 2022
- Grand Valley State UniversityAug 2020 to Apr 2024
- I've Got a Golden Ticket, LLC (dba Great Harvest Bread Co)Aug 2020 to Aug 2022
- Chipotle Mexican GrillDec 2019 to Mar 2020
- Brighton High SchoolSep 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7994071
- Firm CRD
- 149777