Jake D Schaechter

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

• 01/2021 → 10/2021
  Neuberger Berman
  New York, NY
• 10/2020 → 01/2021
  Unemployed
  Randolph, NJ
• 08/2020 → 10/2020
  Keefe, Bruyette, & Woods
  Florham Park, NJ
• 05/2020 → 08/2020
  Unemployed
  Randolph, NJ
• 08/2019 → 05/2020
  Full Time Student
  College Park, MD
• 06/2019 → 08/2019
  Morgan Stanley
  New York, NY
• 08/2018 → 05/2019
  Full Time Student
  College Park, MD
• 05/2018 → 08/2018
  Morgan Stanley
  New York, NY
• 08/2017 → 05/2018
  Full Time Student
  College Park, MD
• 06/2017 → 08/2017
  Tamarack Day Camp
  Randolph, NJ
• 08/2016 → 05/2017
  Full Time Student
  College Park, MD
• 10/2021 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2021-05-25 → 2021-10-26
  Neuberger Berman Bd Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-05-24

Other Names

• Jake D Schaechter
• Jake Daniel Schaechter
• Jake Schaechter