Jacob Matthew Caswell

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

• 06/2025 → 03/2026
  Mutual Of Omaha Investor Services
  Tampa, FL
• 05/2025 → 03/2026
  Mutual Of Omaha Insurance Company
  Tampa, FL
• 06/2022 → 04/2025
  Publix Supermarkets
  Lutz, FL
• 09/2022 → 11/2023
  Auto Review Ai
  Tampa, FL
• 02/2019 → 02/2022
  Winn-Dixie
  Odessa, FL
• 07/2019 → 01/2020
  Tampa Bay Buccaneers
  Tampa, FL
• 02/2022 → 06/2022
  Unemployed/Full-Time Student At University Of South Florida
  Tampa, FL
• 08/2014 → 02/2019
  Unemployed/Public School System
  Lutz, FL
• 04/2026 → Present
  Morgan Stanley
  Tampa, FL

Previous Registrations

• 2025-09-26 → 2026-03-17
  Mutual Of Omaha Investor Services, Inc.
  Tampa, FL
  Coral Gables, FL

Other Businesses

*689542 - Mutual of Omaha; Investment related: No; Tampa, Florida; Insurance; Formerly an employee/agent (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 0; Non anymore, previously as a selling agent. I still hold the license but it is not associated with a brokerage

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-25
• S63 Uniform Securities Agent State Law Examination
  2025-08-22

Other Names

• Jake Caswell