Daniel Jack is a registered investment advisor at Morgan Stanley, based in Tuscaloosa, AL, with 23 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
1470 Northbank Parkway, Suite 280, Tuscaloosa, AL, 35406
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2024 - Present · 2 yrs
Morgan StanleyBroker
May 2024 - Present · 2 yrs
Previous Registrations
PNC Investments
August 2021 - May 2024 · 2 yrs 9 mos
PNC InvestmentsBroker
August 2021 - May 2024 · 2 yrs 9 mos
PNC Managed Account Solutions, INC.
August 2013 - August 2021 · 8 yrs
Bbva Securities INC.Broker
August 2013 - August 2021 · 8 yrs
Investment Advisors
November 2007 - August 2013 · 5 yrs 9 mos
Proequities, INC.Broker
September 2007 - August 2013 · 5 yrs 11 mos
Compass Brokerage, INC.Broker
April 2004 - August 2007 · 3 yrs 4 mos
Amsouth Investment Services, INC.Broker
January 2004 - May 2004 · 4 mos
AXA Advisors, LLC
June 2002 - June 2003 · 1 yr
AXA Advisors, LLCBroker
June 2002 - June 2003 · 1 yr
Franklin Financial Services CorporationBroker
October 2001 - May 2002 · 7 mos
State Registrations15 states
ALDCFLGAILMOMSNCNYOHSCTNTXUTVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.