Jack Almo is a registered investment advisor at Morgan Stanley, based in Seattle, WA, 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
601 Union Street, Two Union Square, Suite 5200, Seattle, WA, 98101
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Regulatory History (1)
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Customer Dispute
June 2009Settled
Other Business Activities
Jack is a board member and chairs the investment committee for Kline Galland Center, providing guidance on long-term board governance. He also serves on the investment committee for the Jewish Federation of Greater Seattle and is involved with a trust.
Employment History
Current Registrations
Morgan StanleyBroker
September 2011 - Present · 14 yrs 10 mos
Morgan Stanley
September 2011 - Present · 14 yrs 10 mos
Previous Registrations
UBS Financial Services INC.Broker
July 2005 - September 2011 · 6 yrs 2 mos
UBS Financial Services INC.
July 2005 - September 2011 · 6 yrs 2 mos
Goldman, Sachs & CO.Broker
August 2002 - August 2005 · 3 yrs
State Registrations27 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.