Jake T Glading

Short Hills, NJ

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2023-03-10
TX	RA	APPROVED	2022-11-02
NY	RA	APPROVED	2022-03-10

IL RA
APPROVED

Since 2023-03-10
TX RA
APPROVED

Since 2022-11-02
NY RA
APPROVED

Since 2022-03-10

Branch Locations

233 South Wacker Drive, Chicago, IL 60606 • United States

150 Jfk Parkway 2Nd Floor, Short Hills, NJ 07078 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Gwfs Equities, Inc.	Retirement Sales Associate	MA	08/2016	10/2017
Morgan Stanley Smith Barney Llc	Chicago	IL	11/2021	Present
Vestwell	New York	NY	10/2017	07/2018
Dataminr	New York	NY	09/2018	04/2019
Financial Insight Technology, Inc. D/B/A Smartasset	New York	NY	08/2019	10/2021
Unemployed	New York	NY	04/2019	08/2019

08/2016 → 10/2017

Gwfs Equities, Inc.

Retirement Sales Associate, MA
11/2021 → Present

Morgan Stanley Smith Barney Llc

Chicago, IL
10/2017 → 07/2018

Vestwell

New York, NY
09/2018 → 04/2019

Dataminr

New York, NY
08/2019 → 10/2021

Financial Insight Technology, Inc. D/B/A Smartasset

New York, NY
04/2019 → 08/2019

Unemployed

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-10
S63	Uniform Securities Agent State Law Examination	2016-12-02

S66 Uniform Combined State Law Examination

2022-03-10
S63 Uniform Securities Agent State Law Examination

2016-12-02

Other Names

Jake Taylor Glading

View on SEC IAPD

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