JO
JO

Jake Orlowski

4 Years of Experience
Chicago, IL
Broker

Jake Orlowski is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

233 S Wacker Dr., Suite 8600, Chicago, IL, 60606

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Jake works in customer service at Bird's Nest, a restaurant/bar/nightclub in Chicago, Illinois. This takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
September 2024 - Present · 1 yr 8 mos
Morgan Stanley
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2022 - September 2024 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2022 - September 2024 · 2 yrs
Equitable Advisors, LLC
October 2021 - March 2022 · 5 mos
Equitable Advisors, LLCBroker
August 2021 - March 2022 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.