Jennifer Rose Waletski

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

• 05/2016 → 08/2017
  Rod Skytand Insurance Agency Inc.
  Mandan, ND
• 08/2016 → 12/2018
  Randy Fenley Insurance Agency Inc.
  Grand Forks, ND
• 12/2018 → 01/2019
  Sun Country Airlines
  Eagan, MN
• 01/2019 → 06/2019
  Shelby Skytland Insurance And Financial Services
  Jamestown, ND
• 09/2019 → 12/2019
  Morgan Stanley Smith Barney Llc
  Bismarck, ND
• 08/2015 → 12/2018
  University Of North Dakota
  Grand Forks, ND
• 12/2019 → Present
  Morgan Stanley Smith Barney Llc
  Bloomington, MN
• 02/2020 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

*494230- Tokach Group LLC; Investment related -Yes; Mandan, North Dakota; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 5; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2019-12-03

Other Names

• Jennifer Rose Tokach