Jacob A Gomolak

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

• 11/2024 → Present
  Morgan Stanley
  Upper St. Clair, PA
• 04/2020 → 10/2024
  Pete Dye Golf Club
  Bridgeport, WV
• 01/2024 → 04/2024
  West Virginia School Of Business And Economics
  Morgantown, WV
• 08/2022 → 12/2022
  Juscollege
  Las Vegas, NV
• 05/2023 → 08/2023
  Northwestern Mutual
  Bridgeport, WV
• 05/2021 → 03/2022
  Lakeview Golf Resort
  Morgantown, WV
• 04/2018 → 04/2019
  Poky Dot
  Fairmont, WV
• 08/2016 → 05/2024
  Fairmont Senior High School
  Fairmont, WV
• 08/2020 → 05/2024
  West Virginia University
  Fairmont, WV
• 04/2014 → 04/2018
  N/A
  Fairmont, WV

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-17
• S63 Uniform Securities Agent State Law Examination
  2026-01-16

Other Names

• Jacob Gomolak