Jacob M Urowsky

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

• 08/2025 → 11/2025
  Elevation Point Wealth Partners, Llc
  Alpharetta, GA
• 06/2021 → 05/2025
  Florida State University
  Tallahassee, FL
• 08/2017 → 05/2021
  Alan C. Pope High School
  Marietta, GA
• 08/2014 → 05/2017
  Hightower Trail Middle School
  Marietta, GA
• 06/2024 → 08/2024
  Reliaquest
  Tampa, FL
• 11/2025 → Present
  Morgan Stanley
  Atlanta, GA
• 07/2022 → 03/2025
  Wolf Hospitality- Recess Club Of Tallahassee
  Tallahassee, FL
• 10/2023 → 10/2024
  Juscollege
  Tallahassee, FL

Previous Registrations

• 2025-09-19 → 2025-11-07
  Elevation Point Wealth Partners, Llc
  Denver, CO
  Alpharetta, GA
  Alpharetta, GA

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-05-21
• S65 Uniform Investment Adviser Law Examination
  2025-09-10

Other Names

• Jacob Miles Urowsky
• Jake Urowsky