Jacob R Zajdzinski

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 Smith Barney Llc
  Scottsdale, AZ
• 09/2022 → 10/2022
  Insight Global
  Tampa, FL
• 09/2022 → 11/2022
  Clearwater Country Club
  Clearwater, FL
• 04/2020 → 08/2022
  Paradigm Golf Group
  Mesa, AZ
• 01/2022 → 05/2022
  Madison Golf Club
  Madison, NJ
• 09/2018 → 03/2020
  Botlle Hill Tavern
  Madison, NJ
• 05/2015 → 08/2019
  City Of Mesa - Parks And Rec
  Mesa, AZ
• 09/2018 → 02/2020
  Drew University - Work Study Program
  Madison, NJ
• 10/2019 → 03/2020
  Ymca - Madison Swim Club
  Madison, NJ
• 08/2018 → 09/2018
  Madison Community Pool
  Madison, NJ

Exams

• S66 Uniform Combined State Law Examination
  2026-06-26
• S63 Uniform Securities Agent State Law Examination
  2025-02-19

Other Names

• Jake Zajdzinski