Jake Robert Fleming

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
  Chicago, IL
• 06/2022 → 08/2022
  Fidelity Investments
  Boca Raton, FL
• 09/2016 → 06/2019
  Burghardt Sporting Goods
  Fox Point, WI
• 09/2019 → 05/2023
  University Of Wisconsin-Madison
  Madison, WI
• 06/2013 → 09/2016
  Unemployed
  Whitefish Bay, WI
• 08/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-12-18

Other Names

• Jake R Fleming