Jay Schembs
Login to view DISC.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.
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