Jake Rodriques

Experience

1. Certified Financial Planner & Financial Advisor

   Morgan Stanley

   Mar 2017 — Present

   Acting as the Advisor of my clients\' financial lives, I work to develop, implement, and maintain plans to help our clients\' preserve and seek to maintain the lifestyles that they have created. Understanding that every client has their own unique personal and professional needs, I coordinate with other passionate and dedicated advisors including, but not limited to, attorneys, agents, business managers, and accountants.I look forward to connecting with, and exploring new business opportunities with Individuals, Athletes, Families, and Corporations who are interested in the breadth of the Morgan Stanley platform!©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/jake.rodriques. The information or content is for US residents only and subject to the following disclosures:

Education

• Fordham Gabelli School of Business

  Bachelor of Science (B.S.)

  2010 — 2014

Skills

• Leadership
• Microsoft Office
• Sales
• Time Management