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Jake G Sine

Morgan Stanley

Newport Beach, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-25
CA RA APPROVED 2024-10-11
  • TX RA
    APPROVED
    Since 2024-10-25
  • CA RA
    APPROVED
    Since 2024-10-11

Branch Locations

800 Newport Center Drive Suite 500, Newport Beach, CA 92660 • 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
The Vanguard Group, Inc. Scottsdale AZ 09/2019 06/2024
Northern Arizona University Flagstaff AZ 08/2015 05/2019
Camp Westmont Lakewood PA 05/2016 08/2017
Forest Highlands Golf Course Flagstaff AZ 08/2016 09/2016
Forest Highlands Golf Course Flagstaff AZ 05/2018 09/2018
Sprouts Flagstaff AZ 06/2018 12/2018
Follett Flagstaff AZ 01/2019 02/2019
Follett Flagstaff AZ 07/2019 08/2019
Postmates Flagstaff AZ 01/2019 07/2019
Snowbowl Flagstaff AZ 09/2017 05/2018
Morgan Stanley Newport Beach CA 10/2024 Present
Unemployed Wildomar CA 06/2024 10/2024
  • 09/2019 → 06/2024
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2015 → 05/2019
    Northern Arizona University
    Flagstaff, AZ
  • 05/2016 → 08/2017
    Camp Westmont
    Lakewood, PA
  • 08/2016 → 09/2016
    Forest Highlands Golf Course
    Flagstaff, AZ
  • 05/2018 → 09/2018
    Forest Highlands Golf Course
    Flagstaff, AZ
  • 06/2018 → 12/2018
    Sprouts
    Flagstaff, AZ
  • 01/2019 → 02/2019
    Follett
    Flagstaff, AZ
  • 07/2019 → 08/2019
    Follett
    Flagstaff, AZ
  • 01/2019 → 07/2019
    Postmates
    Flagstaff, AZ
  • 09/2017 → 05/2018
    Snowbowl
    Flagstaff, AZ
  • 10/2024 → Present
    Morgan Stanley
    Newport Beach, CA
  • 06/2024 → 10/2024
    Unemployed
    Wildomar, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-29
S63 Uniform Securities Agent State Law Examination 2019-11-18
  • S65 Uniform Investment Adviser Law Examination
    2024-08-29
  • S63 Uniform Securities Agent State Law Examination
    2019-11-18
Other Names
  • Jake Sine
  • Jake Garrett Sine

View on SEC IAPD

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Other Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

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