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Jakob R Engelkes

Morgan Stanley

Grand Rapids, MI

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-15
MI RA APPROVED 2025-06-18
  • TX RA
    APPROVED
    Since 2025-09-15
  • MI RA
    APPROVED
    Since 2025-06-18

Branch Locations

5122 Cascade Road 1St Floor, Grand Rapids, MI 49546 • 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
Plante Moran Financial Advisors Grand Rapids MI 06/2023 05/2025
Plante Moran Financial Advisors Grand Rapids MI 06/2022 08/2022
Jbl Resources Grand Rapids MI 05/2021 08/2021
Jbl Resources Grand Rapids MI 04/2020 08/2020
Jbl Resources Grand Rapids MI 06/2019 08/2019
Jbl Resources Grand Rapids MI 08/2014 06/2019
Indiana Wesleyan University Marion IN 09/2019 05/2023
Rockford High School Rockford MI 09/2015 06/2019
Morgan Stanley Chicago IL 06/2025 Present
Morgan Stanley Private Bank, N.A New York NY 08/2025 Present
  • 06/2023 → 05/2025
    Plante Moran Financial Advisors
    Grand Rapids, MI
  • 06/2022 → 08/2022
    Plante Moran Financial Advisors
    Grand Rapids, MI
  • 05/2021 → 08/2021
    Jbl Resources
    Grand Rapids, MI
  • 04/2020 → 08/2020
    Jbl Resources
    Grand Rapids, MI
  • 06/2019 → 08/2019
    Jbl Resources
    Grand Rapids, MI
  • 08/2014 → 06/2019
    Jbl Resources
    Grand Rapids, MI
  • 09/2019 → 05/2023
    Indiana Wesleyan University
    Marion, IN
  • 09/2015 → 06/2019
    Rockford High School
    Rockford, MI
  • 06/2025 → Present
    Morgan Stanley
    Chicago, IL
  • 08/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-08-14
S65 Uniform Investment Adviser Law Examination 2024-02-05
  • S63 Uniform Securities Agent State Law Examination
    2025-08-14
  • S65 Uniform Investment Adviser Law Examination
    2024-02-05
Other Names
  • Jake Engelkes
  • Jakob Ross Engelkes

View on SEC IAPD

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Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
ADVISOR 123 LLC · CALEDONIA, MI
ASPIRE WEALTH · CALEDONIA, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRAND RAPIDS, MI

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