Jake
Tosti
Morgan Stanley
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About this Advisor
Jake Tosti is a financial advisor based in Philadelphia, Pennsylvania, working with Morgan Stanley. Jake has previously held positions at The Vanguard Group, Inc, Devon Park Specialty Insurance, The Reeds At Shelter Haven, University Of South Carolina, Cape May Car Wash, Keenan Motors, LTD, Central Bucks High School West, Lenape Middle School, Bucks County Community College, West Chester University, and Morgan Stanley. Jake has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Jake is part of Morgan Stanley, which operates out of Philadelphia, Pennsylvania. The firm has 627 offices and 29,200 employees. Morgan Stanley manages assets totaling $1.7 trillion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,650,015,946,338
29,200
2,539,760
$649,674
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jake Tosti Work History
Morgan Stanley
The Vanguard Group, Inc
West Chester University
Devon Park Specialty Insurance
The Reeds At Shelter Haven
Cape May Car Wash
Keenan Motors, LTD
Bucks County Community College
University Of South Carolina
The Reeds At Shelter Haven
Keenan Motors, LTD
The Reeds At Shelter Haven
Central Bucks High School West
Lenape Middle School
Disclosures
Please visit the SEC profile of Jake Tosti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Laguna Niguel, CA
Pasadena, CA
Pasadena, CA
Orland Park, IL
New York, NY
Atlanta, GA
Boca Raton, FL
Atlanta, GA
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