OJ
OJ

Olivia Jack

1 Year of Experience
Alpharetta, GA
Broker

Olivia Jack is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 1 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

3 Edison Drive, Alpharetta, GA, 30005

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History

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.

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Other Business Activities

Olivia is an officer and director of sales and marketing for Pipoca Brazil, LLC, a retail/online store, since January 2025. She dedicates approximately 60 hours per month after business hours to administrative, accounting/bookkeeping, business development/growth, customer service, labor/service, and sales/marketing activities.

Employment History
Current Registrations
Morgan StanleyBroker
March 2025 - Present · 1 yr 2 mos
Morgan Stanley
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Florida Financial Advisors, LLC
August 2024 - November 2024 · 3 mos
State Registrations1 state
GA
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.
Olivia Jack - Financial Advisor | TrueAdvisor