Jake T Barone

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

• 06/2023 → Present
  Morgan Stanley
  Paramus, NJ
• 10/2022 → 05/2023
  Ocean Mist
  Matunuck, RI
• 10/2022 → 05/2023
  South Kingstown School District
  South Kingstown, RI
• 10/2021 → 02/2022
  Mariner Grille
  Narragansett, RI
• 10/2022 → 05/2023
  Whalers Brewing Co.
  Wakefield, RI
• 05/2017 → 08/2022
  Kent Companies
  Monroe, NY
• 05/2017 → 08/2022
  Spinnaker Management
  Monroe, NY
• 09/2018 → 08/2022
  Villa Positano
  Monroe, NY
• 06/2013 → 05/2019
  Monroe Woodbury Central School Distrcit
  Central Valley, NY
• 01/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-22
• S63 Uniform Securities Agent State Law Examination
  2023-07-28