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Daniel Lee Jack

Morgan Stanley

Tuscaloosa, AL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-05-13
AL RA APPROVED 2024-05-10
  • TX RA
    APPROVED_RES
    Since 2024-05-13
  • AL RA
    APPROVED
    Since 2024-05-10

Branch Locations

1470 Northbank Parkway Suite 280, Tuscaloosa, AL 35406 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Compass Bank Birmingham AL 08/2013 08/2021
Bbva Securities Inc. Birmingham AL 08/2013 08/2021
Bbva Wealth Solutions Inc. Birmingham AL 08/2013 08/2021
Bbva Compass Insurance Agency, Inc. Austin TX 08/2013 08/2021
Pnc Investments Birmingham AL 08/2021 05/2024
Morgan Stanley Smith Barney Llc Tuscaloosa AL 05/2024 Present
Morgan Stanley Private Bank, N.A New York NY 06/2024 Present
  • 08/2013 → 08/2021
    Compass Bank
    Birmingham, AL
  • 08/2013 → 08/2021
    Bbva Securities Inc.
    Birmingham, AL
  • 08/2013 → 08/2021
    Bbva Wealth Solutions Inc.
    Birmingham, AL
  • 08/2013 → 08/2021
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 08/2021 → 05/2024
    Pnc Investments
    Birmingham, AL
  • 05/2024 → Present
    Morgan Stanley Smith Barney Llc
    Tuscaloosa, AL
  • 06/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2021-08-18 → 2024-05-16
    Pnc Wealth Management Llc
    Midfield, AL
    Jasper, AL
    Birmingham, AL
    Sumiton, AL
    Cullman, AL
    Warrior, AL
    Hoover, AL
    Hueytown, AL
    Birmingham, AL
    Birmingham, AL
  • 2013-08-15 → 2021-08-17
    Pnc Managed Account Solutions, Inc.
    Birmingham, AL
    Birmingham, AL
    Birmingham, AL
    Birmingham, AL
  • 2007-11-30 → 2013-08-15
    Concourse Financial Group Securities, Inc.
    Birmingham, AL
  • 2002-06-26 → 2003-06-09
    Equitable Advisors, Llc
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-07-31
S63 Uniform Securities Agent State Law Examination 2001-05-21
  • S65 Uniform Investment Adviser Law Examination
    2002-07-31
  • S63 Uniform Securities Agent State Law Examination
    2001-05-21
Other Names
  • Daniel L. Jack

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · TUSCALOOSA, AL
EAGLE STRATEGIES LLC · TUSCALOOSA, AL
JMF CAPSTONE WEALTH MANAGEMENT · TUSCALOOSA, AL
MONEY CONCEPTS CAPITAL CORP · Tuscaloosa, AL
OSAIC WEALTH, INC. · TUSCALOOSA, AL
FINANCIAL ECONOMICS CONSULTING GROUP, INC. · TUSCALOOSA, AL
FINANCIAL ECONOMICS CONSULTING GROUP, INC. · TUSCALOOSA, AL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tuscaloosa, AL

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