David William Jack

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
TX	RA	APPROVED_RES	2023-06-14
NJ	RA	APPROVED	2021-02-05

TX RA
APPROVED_RES

Since 2023-06-14
NJ RA
APPROVED

Since 2021-02-05

Branch Locations

61 South Paramus Road 3Rd Floor, Paramus, NJ 07652 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc.	Paramus	NJ	09/2008	02/2021
Morgan Stanley Smith Barney Llc	Paramus	NJ	02/2021	Present
Morgan Stanley Private Bank, N.A	New York	NY	03/2021	Present

09/2008 → 02/2021

Ubs Financial Services Inc.

Paramus, NJ
02/2021 → Present

Morgan Stanley Smith Barney Llc

Paramus, NJ
03/2021 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

2008-09-18 → 2021-02-16

Ubs Financial Services Inc.

Paramus, NJ
2005-09-02 → 2008-10-02

Citigroup Global Markets Inc.

Florham Park, NJ

Florham Park, NJ
2003-05-09 → 2005-09-08

Morgan Stanley Dw Inc.

Short Hills, NJ
1999-10-20 → 2003-05-14

Prudential Equity Group, Llc

Short Hills, NJ

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-02-10

S63 Uniform Securities Agent State Law Examination

1994-02-10

Other Names

David Jack

View on SEC IAPD