Jack C Uber

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 05/2019 → 08/2019
  Gkn Aerospace
  Tallassee, AL
• 06/2018 → 08/2018
  Aflac
  Atlanta, GA
• 06/2017 → 08/2017
  Jll
  Atlanta, GA
• 01/2010 → 06/2017
  Student
  Atlanta, GA
• 08/2017 → 06/2018
  Auburn University
  Auburn, AL
• 08/2018 → 05/2019
  Auburn University
  Auburn, AL
• 08/2019 → 05/2020
  Auburn University
  Auburn, AL
• 11/2021 → 12/2023
  Citigroup
  Jacksonville, FL
• 01/2024 → Present
  Morgan Stanley
  Atlanta, GA

Previous Registrations

• 2022-01-31 → 2023-12-18
  Citigroup Global Markets Inc.
  Jacksonville, FL
• 2021-04-14 → 2021-11-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  New York, NY
  Greensboro, GA

Exams

• S66 Uniform Combined State Law Examination
  2021-03-26

Other Names

• Jack Uber
• Jack Coleman Uber
• Uber C Jack