JT
JT

Jack Treas

4 Years of Experience
Leawood, KS
Broker

Jack Treas is a registered investment advisor at Morgan Stanley, based in Leawood, KS, with 4 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

11161 Overbrook Road, Suite 225, Leawood, KS, 66211

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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 is the General Manager of Holliday Properties LLC, a real estate business, since November 2021. He spends minimal time on accounting, administration, business development, and property management tasks outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
MML Investors Services, LLCBroker
September 2021 - December 2021 · 3 mos
State Registrations42 states
AKALARAZCACOCTDEFLGAHIIAIDILINKSMAMIMNMOMSMTNCNENHNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.