Jake Orlowski

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 → 03/2022
  Equitable Advisors, Llc
  Deerfield, IL
• 08/2013 → 05/2017
  Carmel Catholic High School
  Mundelein, IL
• 08/2017 → 05/2021
  University Of Illinois Urbana-Champaign
  Champaign, IL
• 09/2015 → 08/2017
  Mariano's
  Lake Zurich, IL
• 03/2018 → 05/2021
  Kam'S
  Champaign, IL
• 12/2019 → 04/2020
  University Of Illinois Admissions Office
  Champaign, IL
• 03/2020 → 05/2020
  Amazon
  Mundelein, IL
• 06/2020 → 08/2020
  Fedex
  Champaign, IL
• 12/2020 → 02/2021
  Mariano's
  Lake Zurich, IL
• 03/2022 → 08/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 09/2024 → Present
  Morgan Stanley
  Chicago, IL

Previous Registrations

• 2022-09-08 → 2024-09-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 2021-10-11 → 2022-03-17
  Equitable Advisors, Llc
  Deerfield, IL

Other Businesses

*610836 - Bird's Nest; Investment related: No; Chicago, Illinois; Restaurant/Bar/Nightclub; Employee(proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 12; Customer Service

Exams

• S66 Uniform Combined State Law Examination
  2021-10-01

Other Names

• Jake D Orlowski
• Jake Daniel Orlowski