Jakob Robert Slavin

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

• 05/2020 → 08/2020
  Origami Risk
  Chicago, IL
• 05/2019 → 08/2019
  Compendium Engineering Solutions
  Chicago, IL
• 05/2015 → 08/2018
  Pool Guards
  Oswego, IL
• 06/2021 → 09/2022
  Ubs Financial Services Inc.
  Weehawken, NJ
• 01/2011 → 09/2018
  U.S. Soccer
  Oswego, IL
• 08/2017 → 05/2021
  Augustana College
  Rock Island, IL
• 08/2013 → 05/2017
  Yorkville High School
  Yorkvile, IL
• 10/2022 → 03/2023
  First Republic Securities Company, Llc
  New York, NY
• 10/2022 → 03/2023
  First Republic Investment Management, Inc.
  New York, NY
• 03/2023 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY

Previous Registrations

• 2022-10-10 → 2023-04-26
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
• 2022-03-21 → 2022-10-13
  Ubs Financial Services Inc.
  Weehawken, NJ

Other Businesses

*547642 - Slavin Investments LLC; Investment related Yes; Oswego, Illinois; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2020 ; During business hours: 0; After business hours: 2; Labor/Service.

Exams

• S66 Uniform Combined State Law Examination
  2022-03-18

Other Names

• Jake Slavin