Jacob Tyler Sauertig

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → 10/2023
  Morgan Stanley & Co., Llc
  New York, NY
• 07/2021 → 08/2022
  Morgan Stanley Services Group, Inc.
  New York, NY
• 09/2020 → 05/2021
  University Of Michigan
  Ann Arbor, MI
• 06/2020 → 07/2020
  Morgan Stanley & Co. Llc
  New York, NY
• 09/2019 → 05/2020
  University Of Michigan
  Ann Arbor, MI
• 06/2019 → 08/2019
  Valley Bank
  Wayne, NJ
• 09/2018 → 05/2019
  University Of Michigan
  Ann Arbor, MI
• 06/2018 → 08/2018
  Pearl Media
  Fairfield, NJ
• 09/2017 → 05/2018
  University Of Michigan
  Ann Arbor, MI
• 06/2017 → 08/2017
  Cbs Radio
  New York, NY
• 09/2016 → 05/2017
  Montville Township High School
  Montville, NJ
• 08/2022 → 10/2023
  Morgan Stanley Bank, N.A.
  New York, NY
• 10/2023 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 03/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-06
• S63 Uniform Securities Agent State Law Examination
  2021-08-09