Jacob Wilhelm Ferrari

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

• 02/2025 → Present
  Morgan Stanley
  Miami, FL
• 06/2023 → 02/2025
  Fabletics
  Boca Raton, FL
• 12/2022 → 04/2023
  Oli's Fashion Cuisine
  Boca Raton, FL
• 07/2021 → 11/2022
  Ferrari Plumbing
  Wheaton, IL
• 01/2021 → 05/2021
  Pest Arrest Pest Control
  Downers Grove, IL
• 06/2015 → 12/2020
  Unemployed
  Wheaton, IL
• 06/2021 → 06/2021
  Unemployed
  Wheaton, IL
• 05/2023 → 05/2023
  Unemployed
  Coconut Creek, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-10-20

Other Names

• Jake Wilhelm Ferrari
• Jacob W Ferrari