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Matthew C Jankowski

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.

  1. Morgan StanleySep 2025 to now
  2. Fidelity InvestmentsJan 2025 to Aug 2025
  3. AnyaNov 2024 to Jan 2025
  4. UnemployedJul 2024 to Nov 2024
  5. Arc'teryxOct 2023 to Jul 2024
  6. Cain TravelJun 2023 to Aug 2023
  7. Rio Grande Mexican RestaurantMay 2023 to Aug 2023
  8. Greek House ChefsOct 2022 to Dec 2022
  9. Wianno ClubMay 2022 to Aug 2022
  10. Snag BoulderOct 2021 to Nov 2021
  11. Central Breaker and ControlMay 2021 to Aug 2021
  12. University of Colorado - BoulderAug 2020 to May 2024
  13. Worcester Country ClubJun 2020 to Aug 2020
  14. Pepperoni ExpressSep 2019 to Mar 2020
  15. Grafton RecreationJun 2019 to Aug 2019
  16. Grafton RecreationJun 2018 to Aug 2018
  17. Boroughs Family Branch YmcaJan 2018 to Apr 2018
  18. Grafton High SchoolAug 2016 to Jun 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (IL, 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
8035436
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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