Morgan Stanley
47yrs
Top advisor by experience in New York
New
Jake Schepps is a fiduciary financial advisor in New York, New York, registered since Oct 2025. Jake joined Morgan Stanley in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
ExperienceNew to the profession (since Oct 2025)
How that compares ?New to the profession
Office55 East 52nd Street 10th Floor, New York, NY 10055
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowMorgan StanleyCurrent firm
Questions to ask Jake
Tailored to Jake’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Jake
How do I contact Jake?
Call Morgan Stanley at (914) 225-5510 and ask for Jake Schepps. Jake works from the New York, NY office.
How long has Jake been a financial advisor?
Jake is new to the profession, registered since Oct 2025, and holds 1 license.
What licenses does Jake hold?
Series 66. Tap any license on this page to see what it allows.
Is Jake a fiduciary?
Jake is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jake paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Jake for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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