Jay Schembs

Critic
DISC Type : C

Financial Advisor at Morgan Stanley

Seattle, Washington, United States

Overview

Jay is a Financial Advisor on a prominent Private Wealth Management team at Morgan Stanley in Seattle. He leverages his 17-year background as a middle-market investment banker to serve families with complex planning and investment needs. He holds a Chartered Financial Analyst (CFA) charter and earned a BA from Swarthmore College.

Outside of his professional life, Jay lives with his family in the Seattle area. He appears to enjoy the outdoor activities offered by the Pacific Northwest region.

After 17 years in investment banking, he pivoted to private wealth management, joining a team managing over $3. 3 billion in assets.

Personality Overview

Objective Thinker

Information Seeker

Precise

Unless the value is proven by data, they are unlikely to value fancy features.  They enjoy working alone and do not rely on others very often. They prefer to do logical analysis and value evidence over emotions.

Topics They Care About

UHNW Client Planning
His team at Morgan Stanley focuses on the ultra-high-net-worth space, emphasizing comprehensive planning over stock picking for their clients.
Investment Banking
He has a deep background in this area, having spent 17 years as a middle-market investment banker advising on M&A and financing before his current role.
Private Company Alternatives
He has shown interest in alternative financial strategies and opportunities for shareholders in private companies.

Media Appearances

Jay has no verified media appearances

Work History

5-2024
Financial Advisor at Morgan Stanley
3-2022 - 5-2024
Managing Director at BMO Capital Markets
4-2007 - 2-2022
Partner at Zachary Scott
11-2004 - 4-2007
Associate at Bernstein Global Wealth Management
2003 - 2004
Analyst at Accessor Capital Management

Education

1997 - 2001
BA from Swarthmore College
1995 - 1997
Education details unavailable from Lake Washington High School

More Information

Social Presence :

Prographics :

Exp : 25 Location : Seattle, Washington, United States Job Level : N/A Designation : Financial Advisor at Morgan Stanley
URL has been copied!

Insights For Selling To Jay

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Be formal and objective, they will appreciate it more
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Do not use very emotional or colorful language
  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jay is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Jay

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Jay move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Jay take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Jay

Personality Compatibility


Other Morgan Stanley Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.