JL
JL

Jack Lasday

44 Years of Experience
Deerfield, IL
Broker

Jack Lasday is a registered investment advisor at Morgan Stanley, based in Deerfield, IL, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

111 South Pfingsten Road, Suite 200, Deerfield, IL, 60015

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jack serves on the Finance Committee for Addison Reserve Country Club, discussing budget, project financing, and receivables. This takes minimal time each month.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2001 - June 2009 · 8 yrs 4 mos
Citigroup Global Markets INC.Broker
November 2000 - June 2009 · 8 yrs 7 mos
Prudential Securities IncorporatedBroker
September 1994 - November 2000 · 6 yrs 2 mos
Rodman & Renshaw INC.Broker
October 1982 - October 1994 · 12 yrs
Shearson/american Express INC.Broker
November 1981 - October 1982 · 11 mos
State Registrations14 states
AZCACOFLILKSNCNYORPASCTXUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.