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Jake Marshall

Morgan Stanley

Las Vegas, NV

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-08-28
TX RA APPROVED 2025-08-28
  • NV RA
    APPROVED
    Since 2025-08-28
  • TX RA
    APPROVED
    Since 2025-08-28

Branch Locations

8548 Rozita Lee Avenue Suite 400, Las Vegas, NV 89113 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 07/2009 08/2025
Bank Of America, N.A. Las Vegas NV 04/2012 08/2025
Morgan Stanley Smith Barney Llc Las Vegas NV 08/2025 Present
Morgan Stanley Private Bank, N.A New York NY 10/2025 Present
  • 07/2009 → 08/2025
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Las Vegas, NV
  • 04/2012 → 08/2025
    Bank Of America, N.A.
    Las Vegas, NV
  • 08/2025 → Present
    Morgan Stanley Smith Barney Llc
    Las Vegas, NV
  • 10/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-23
  • S66 Uniform Combined State Law Examination
    2009-12-23
Designations
Other Names
  • Jake Marshall

View on SEC IAPD

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Other Offices

YH&C INVESTMENTS INC. · LAS VEGAS, NV
MM MACHINE, LLC · LAS VEGAS, NV
QUANTIFIX CAPITAL MANAGEMENT, LLC · LAS VEGAS, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAS VEGAS, NV
AI AGENT CAPITAL, LLC · LAS VEGAS, NV
BETTER CAPITAL MANAGEMENT LLC · LAS VEGAS, NV
U.S. BANCORP ADVISORS, LLC · Las Vegas, NV
ROSTEN CAPITAL INVESTMENTS LLC · LAS VEGAS, NV

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