Jack Bryant Philbin

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

• 01/2019 → 07/2020
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 01/2019 → 07/2020
  Jpmorgan Securities, Llc
  New York, NY
• 11/2018 → 12/2018
  Frank Recruitment Group
  New York, NY
• 08/2017 → 11/2018
  Philbin Law Firm
  New York, NY
• 06/2017 → 12/2017
  Michael W Strickland & Associates
  Raleigh, NC
• 06/2012 → 06/2017
  Shanahan Law Group
  Raleigh, NC
• 07/2020 → 04/2023
  First Republic Securities Company, Llc
  New York, NY
• 07/2020 → 04/2023
  First Republic Investment Management, Inc.
  New York, NY
• 04/2023 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 03/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2021-09-27 → 2023-05-01
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-24
• S63 Uniform Securities Agent State Law Examination
  2019-05-10

Designations

• Certified Financial Planner

Other Names

• Jack Philbin