Jake Schaechter
Registered Client Service Associate
Phone:
(212) 271-0648(212) 271-0648
James Wilkes, CFP®
Senior Vice President,
Financial Advisor
Direct:
(212) 893-6576(212) 893-6576
My Mission Statement
Understanding the unique needs of high net worth clients like you.
My Story and Services
Chip Wilkes is a Senior Vice President at The New York Fourth Avenue Group, a leading Wealth Management team at Morgan Stanley.
Chip began his career at Ayco Company, L.P., a Goldman Sachs Company. He held positions of increasing responsibility including being a partner with the firm until it was acquired by Goldman Sachs. After the acquisition, he held senior management positions in charge of the Goldman Sachs Partners Family Office and head of the Ayco Mid-Atlantic region.
The majority of his career with Ayco was spent as a Financial Advisor to Fortune 100 C-Suite executives. He joined Morgan Stanley as a Senior Vice President – Financial Advisor in 2017.
Chip is a Certified Financial Planner CFP® and maintains licenses in securities, life insurance, and health insurance. He holds a Bachelor of Science degree in Economics from Syracuse University, and a MBA in Finance from Fairleigh Dickinson University.
A lifelong resident of New Jersey, he enjoys golf, travel and spending time with his family at the NJ shore.
Chip began his career at Ayco Company, L.P., a Goldman Sachs Company. He held positions of increasing responsibility including being a partner with the firm until it was acquired by Goldman Sachs. After the acquisition, he held senior management positions in charge of the Goldman Sachs Partners Family Office and head of the Ayco Mid-Atlantic region.
The majority of his career with Ayco was spent as a Financial Advisor to Fortune 100 C-Suite executives. He joined Morgan Stanley as a Senior Vice President – Financial Advisor in 2017.
Chip is a Certified Financial Planner CFP® and maintains licenses in securities, life insurance, and health insurance. He holds a Bachelor of Science degree in Economics from Syracuse University, and a MBA in Finance from Fairleigh Dickinson University.
A lifelong resident of New Jersey, he enjoys golf, travel and spending time with his family at the NJ shore.
Securities Agent: NV, MN, MA, KS, AL, TX, NY, NC, MT, LA, IL, PA, MI, DC, CO, CA, WY, WV, VT, SC, MO, KY, ID, CT, AZ, OR, ME, MD, FL, WI, OK, NJ, WA, PR, NM, NH, GA, DE, VA, TN, RI, AR, UT, OH; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 1751507
NMLS#: 1751507
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
TAILORED SOLUTIONS FOR ACTIVE AND RETIRED C-SUITE EXECUTIVES
Our services are specifically designed to meet the unique financial challenges and goals of active and retired corporate executives in the ultra-high net worth space. With a deep understanding of the nuances in managing and growing wealth acquired from equity-based compensation and benefits, we specialize in crafting personalized wealth management strategies tailored to your individual needs.
We recognize the intricacies involved in preserving and enhancing significant wealth and offer services comparable to a family office to ensure your financial legacy is protected and nurtured for future generations.
As your committed partner, we provide you with the latest insights and tools necessary to navigate the ever-evolving landscape of wealth planning. Our focus is on empowering you and your family to achieve your financial objectives, securing a prosperous legacy for the years ahead.
Tax & Estate
• Wills & Beneficiary Designations
• Revocable Trusts
• Advanced Irrevocable Gifting Strategies
• Tax Mitigation Strategies
Investment Strategy
• Cash Management
• Direct Indexing
• Institutional Portfolio Management
• Alternative Investment Access
Assembling an Advisory Team
• Accountant/CPA
• Tax Attorney
• Estate Attorney
• HNW Insurance Specialist
Pre-Monetization Liquidity & Preparation
• Examining Monetization Paths & Post-Transaction Liquidity
• Tax & Estate Transaction Specific Considerations
• Private Business Tailored Lending Solutions
• Private Market Access for Illiquid Shares
Philanthropic Strategy
• Philanthropic Mission
• Impactful Grant-making
• Trends in Modern Philanthropy
• Philanthropic Vehicles
Family Office Resources
• Open Architecture, Multi-Custodian Reporting
• Institutional Consulting & Outsourced CIO
• Exclusive Private Investment Access
• MS Family Office Ecosystem Access
• Concierge & Lifestyle Services
CRAFTING LASTING PROSPERITY FOR GENERATIONS
When multi-generational families want their legacies to thrive, they often turn to us. Morgan Stanley's Family Office Resources brings together specialized investment services and institutional-level operational support to help enhance a clients' lives and legacy – beyond traditional private wealth management.
With confidence we help to preserve your family's prosperity and values. Our handpicked team of seasoned professionals understands the intricate dynamics of families like yours, ensuring a customized experience tailored to your unique needs and aspirations.
We strive to keep tradition alive, while embracing innovations for the select families that we work with. From comprehensive investment strategies to wealth planning solutions, we collaborate with you to create realistic, holistic strategies that integrates the various aspects of your financial life – and help you monitor progress and adjust as life evolves.
What You May Need
- Investment Management
- Access to Alternative Investments
- Cash Management Solutions
- Consolidated Reporting
- Comprehensive Wealth Planning
- Working With Your CPA & Estate Attorney
- Pre-Liquidity Planning
- Tax, Trust & Estate Advisory
- Charitable Gifting & Giving Strategies
- Family Governance & Wealth Education
- Access to Cash Management & Lending
- Risk Management
- College & Education Funding Solutions
- Disclaimer: Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
MODERN WEALTH TOOLS
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Location
340 Mount Kemble Avenue
Morristown, NJ 07960
US
Direct:
(212) 893-6576(212) 893-6576
Meet My Team
About Jake Schaechter
Jake Schaechter is a Registered Client Service Associate at The New York Fourth Avenue Group, a leading Wealth Management team at Morgan Stanley.
Jake joined the team in 2021. He provides a broad range of essential support services to advisors and clients of the group. He handles new account opening and maintenance, assists clients with trade execution, and supports team with research.
Jake graduated from University of Maryland in 2020 with a degree in Finance. He currently resides in New York City and in his free time enjoys traveling with his family, exploring the city with friends, and watching New York sports.
Jake joined the team in 2021. He provides a broad range of essential support services to advisors and clients of the group. He handles new account opening and maintenance, assists clients with trade execution, and supports team with research.
Jake graduated from University of Maryland in 2020 with a degree in Finance. He currently resides in New York City and in his free time enjoys traveling with his family, exploring the city with friends, and watching New York sports.
Wealth Management
Global Investment Office
Portfolio Insights
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact James Wilkes today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
