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Daniel Lee Jack

Morgan Stanley

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About Daniel Lee Jack

Daniel Jack is a financial advisor with over 20 years of experience in the industry. Daniel is currently registered with Morgan Stanley. Daniel has held previous positions at PNC Investments, BBVA Securities, ProEquities, Compass Brokerage, AmSouth Investment Services, AXA Advisors, and Franklin Financial Services. Daniel holds Series 4, 7, 24, 27, 63, 65, 99TO, and SIE licenses. Daniel is a Registered Representative (RR) and an Investment Advisor Representative (IAR). Daniel provides asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, individuals, and investment companies.

Firm Information

Daniel Jack is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Daniel Jack’s Registration & Firm History

AL

05/13/2024 - Present

Morgan Stanley (Tuscaloosa AL)

AL

08/16/2021 - 05/16/2024

PNC INVESTMENTS (BIRMINGHAM AL)

AL

08/13/2013 - 08/16/2021

BBVA SECURITIES INC. (JASPER AL)

AL

09/07/2007 - 08/15/2013

PROEQUITIES, INC. (BIRMINGHAM AL)

AL

04/29/2004 - 08/24/2007

COMPASS BROKERAGE, INC. (BIRMINGHAM AL)

AL

01/27/2004 - 05/11/2004

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

NY

06/21/2002 - 06/09/2003

AXA ADVISORS, LLC (NEW YORK NY)

TX

10/04/2001 - 05/16/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

IA

Issued 07/31/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/21/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/2009

Series 4 - Registered Options Principal Examination

BC

Issued 07/20/2009

Series 27 - Financial and Operations Principal Examination

BC

Issued 04/11/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Daniel Lee Jack.
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