About Me

Every investor should have a Financial Advisor whose sole mission is to positively impact their life and net worth. I believe my responsibility extends beyond your immediate financial needs and every decision we make together takes into consideration the long-term well-being of you and your family. That starts by being open and transparent about what I do and taking the time to explain the services you’ll get. I listen carefully to your goals, values, aspirations and concerns in order to provide you with a carefully considered plan designed to fulfill your objectives. And, my goal is to earn your confidence not only through the quality of solutions I provide to you, but also by the excellence with which I deliver them.

I began my career with Citigroup Smith Barney in 2006 and have had the opportunity to work in both a large corporate setting and a small business environment. I returned to Morgan Stanley in 2016 with the understanding of how to integrate the robust, global services and solutions offered by a global firm with the intensely personal client focus of a boutique firm. Those experiences have uniquely shaped my perspective and skill set into a profound desire to positively impact my clients’ lives and net worth with each interaction.

I received a Bachelor of Science degree from New York University, where I was also a member of the basketball team. I currently live in Manhattan with my wife, Alexandra. In my free time, I enjoy playing sports and am an avid outdoor enthusiast. Other interests include architecture and American history.
Services Include
  • Wealth Management1
  • Asset Management2
  • Fixed Income3
  • Alternative Investments4
  • Sustainable Investing5
  • Financial Planning6
  • Cash Management7
  • Lending Products
  • Retirement Planning8
  • 401(k) Rollovers
  • Planning for Education Funding9
  • 529 Plans10
  • Estate Planning Strategies11
  • Life Insurance12
  • Business Planning13
  • Philanthropic Services
  • Endowments and Foundations14
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative
NMLS#: 1578892
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*
I believe people make better choices when they understand the process. Helping you understand your options at each step is of utmost importance to me. The components of my process include:
  • Listening carefully to your goals, values, aspirations and concerns.
  • Setting achievable and measurable goals through a carefully considered plan.
  • Maintaining a relationship of mutual trust.
  • Making you fully aware of any and all fees.
  • Meeting your investment expectations.
  • Delivering a high-level of personal service.
  • Commitment to accessing the breadth and depth of industry knowledge.
  • Providing ongoing, personal communication.
  • Helping you gain control over the complexity and challenges that accompany wealth.
  • Using current technology to simplify your life.
  • Working in tandem with your other advisors, such as your CPA and attorney, to reduce tax impact and consider legacy options.
As a member of the Scotto Sorenson Group, I am part of a large team whose members have knowledge in a wide range of areas. I focus on all aspects of wealth planning, including personalized financial plans, planning for retirement, risk management and insurance. On a daily basis, I oversee and implement wealth management strategies, including the selection and monitoring of investment managers and alternative investments. Some of the solutions that I offer include:
  • Investment Planning: Diverse range of investment strategies and an open-architecture platform with access to mutual funds, ETF and alternative strategies, separately managed accounts, taxable and tax-free fixed income offerings.
  • Wealth Planning: Comprehensive wealth planning including trust and estate planning strategies, goals-based financial plans, personalized retirement plans, education planning, and more.
  • Insurance Services: Custom strategies to manage risk, including a range of life, disability and long-term care insurance options.
  • Technology: Web and mobile solutions providing real-time market and account data.
  • Client Reporting: Custom reporting for viewing performance, asset allocation, and more.
  • Cash Management: A full suite of cash management solutions including credit and debit cards, direct deposit and online bill pay.
  • Lending: Dedicated banking professionals to assist with mortgages and securities-based lending options.
  • Intellectual Capital: Access to over 300 analysts and strategists offering advice and research that is easy to use, easy to understand and easy to implement.
  • Philanthropy Management: Solutions for family and corporate foundations, in addition to charitable giving programs such as donor-advised funds.
  • Corporate and Business Solutions: Resources for helping executives with equity compensation and business succession planning.

Location

399 Park Ave
12th Fl
New York, NY 10022
US
Direct:
(212) 893-6358(212) 893-6358
Investment and Market Perspectives

On the Markets

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
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Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
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Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
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Ready to start a conversation? Contact Jimmy Janeczek today.
Market Information Delayed 20 Minutes
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

5The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

6Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

10Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

13Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

14Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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 suitable 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”) 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.


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