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Jake B Schepps

Morgan Stanley

New York, NY

CRD 7738742

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-27
NY RA APPROVED 2026-01-12
  • TX RA
    APPROVED
    Since 2026-02-27
  • NY RA
    APPROVED
    Since 2026-01-12

Branch Locations

55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New York NY 08/2025 Present
Morgan Stanley New York NY 06/2024 08/2024
Ubs Global Wealth Management Melville NY 05/2023 08/2023
Heat Archive Columbus OH 09/2024 05/2025
The Ohio State University Columbus OH 08/2021 05/2025
Resale Business Commack NY 11/2018 09/2023
Alpha Epsilon Pi Columbus OH 09/2022 09/2024
Commack High School Commack NY 09/2016 07/2021
Unemployed Commack NY 09/2015 09/2016
Unemployed Commack NY 06/2025 07/2025
  • 08/2025 → Present
    Morgan Stanley
    New York, NY
  • 06/2024 → 08/2024
    Morgan Stanley
    New York, NY
  • 05/2023 → 08/2023
    Ubs Global Wealth Management
    Melville, NY
  • 09/2024 → 05/2025
    Heat Archive
    Columbus, OH
  • 08/2021 → 05/2025
    The Ohio State University
    Columbus, OH
  • 11/2018 → 09/2023
    Resale Business
    Commack, NY
  • 09/2022 → 09/2024
    Alpha Epsilon Pi
    Columbus, OH
  • 09/2016 → 07/2021
    Commack High School
    Commack, NY
  • 09/2015 → 09/2016
    Unemployed
    Commack, NY
  • 06/2025 → 07/2025
    Unemployed
    Commack, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-27
  • S66 Uniform Combined State Law Examination
    2025-10-27
Other Names
  • Jake Benjamin Schepps
  • Jake Schepps

View on SEC IAPD

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