Jacob L Ries

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

• 10/2022 → Present
  Morgan Stanley
  Gilbert, AZ
• 08/2021 → 07/2022
  Clarkson University
  Potsdam, NY
• 07/2019 → 02/2021
  Salt River Project
  Tempe, AZ
• 01/2020 → Present
  Jr Ecommerce Llc
  Mesa, AZ
• 01/2012 → 07/2019
  Unemployed
  Mesa, AZ

Other Businesses

- JR Ecommerce LLC - No - 3012 E Pearl St - Online store - Founder/CEO - LLC Sole Proprietor - Jan 2020 to current - 20-25 - 0 - Ensures business runs smooth top to bottom.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-12