Jacob A Lazo

CRD 8090953

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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:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2025-08-06

GA RA
APPROVED

Since 2025-08-06

Branch Locations

3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • 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

Organization	City	State	From	To
Morgan Stanley	Atlanta	GA	07/2025	Present
Belen Jesuit Preparatory School	Miami	FL	07/2015	05/2021
University Of Florida	Gainesville	FL	08/2021	05/2025
City National Bank Of Florida	Coral Gables	FL	06/2022	08/2022
The Geo Group	Boca Raton	FL	05/2023	07/2023
Johnson & Johnson	Miami	FL	06/2024	08/2024

07/2025 → Present

Morgan Stanley

Atlanta, GA
07/2015 → 05/2021

Belen Jesuit Preparatory School

Miami, FL
08/2021 → 05/2025

University Of Florida

Gainesville, FL
06/2022 → 08/2022

City National Bank Of Florida

Coral Gables, FL
05/2023 → 07/2023

The Geo Group

Boca Raton, FL
06/2024 → 08/2024

Johnson & Johnson

Miami, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-04

S66 Uniform Combined State Law Examination

2025-08-04

Other Names

Jacob Lazo

View on SEC IAPD

More in Atlanta, GA

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