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Robert J Jamke

Morgan Stanley

Tampa, FL

CRD 7335635

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-26
FL RA APPROVED 2021-08-18
  • TX RA
    APPROVED
    Since 2021-08-26
  • FL RA
    APPROVED
    Since 2021-08-18

Branch Locations

4890 West Kennedy Boulevard Suite 700, Tampa, FL 33609 • 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
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Tampa FL 03/2021 Present
Home Depot Pinellas Park FL 05/2020 02/2021
Aramark Tampa FL 10/2019 03/2020
Full-Time Education Tampa FL 04/2019 10/2019
The Study Tampa FL 09/2018 03/2019
Unemployed Tampa FL 06/2018 09/2018
Texas Roadhouse Gainesville FL 09/2017 05/2018
Wendys Gainesville FL 04/2017 08/2017
Full-Time Education Ames IA 08/2016 03/2017
E*Trade Securities Llc Temple Terrace FL 10/2022 09/2023
  • 03/2021 → Present
    Morgan Stanley Smith Barney Llc
    Tampa, FL
  • 05/2020 → 02/2021
    Home Depot
    Pinellas Park, FL
  • 10/2019 → 03/2020
    Aramark
    Tampa, FL
  • 04/2019 → 10/2019
    Full-Time Education
    Tampa, FL
  • 09/2018 → 03/2019
    The Study
    Tampa, FL
  • 06/2018 → 09/2018
    Unemployed
    Tampa, FL
  • 09/2017 → 05/2018
    Texas Roadhouse
    Gainesville, FL
  • 04/2017 → 08/2017
    Wendys
    Gainesville, FL
  • 08/2016 → 03/2017
    Full-Time Education
    Ames, IA
  • 10/2022 → 09/2023
    E*Trade Securities Llc
    Temple Terrace, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-17
  • S66 Uniform Combined State Law Examination
    2021-08-17

View on SEC IAPD

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