Maci A Jackson

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

• 07/2022 → Present
  Morgan Stanley
  Baton Rouge, LA
• 10/2020 → 06/2022
  The Shobe Financial Group
  Baton Rouge, LA
• 10/2018 → 01/2021
  Lululemon
  Baton Rouge, LA
• 06/2019 → 07/2019
  Celebration Church
  Jacksonville, FL
• 06/2014 → 07/2018
  Crawfish Aquatics
  Baton Rouge, LA
• 01/2012 → 05/2018
  The Dunham School
  Baton Rouge, LA
• 08/2018 → 05/2022
  Louisiana State University
  Baton Rouge, LA
• 08/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-09-23

Other Names

• Maci Jackson