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Jacob A Schick

Morgan Stanley

Palm Harbor, FL

Tampa, FL

CRD 7544408

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-25
FL RA APPROVED 2023-08-23
  • TX RA
    APPROVED
    Since 2023-08-25
  • FL RA
    APPROVED
    Since 2023-08-23

Branch Locations

Palm Harbor, FL • United States

4050 West Boy Scout Boulevard, Tampa, FL 33607 • 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
OrganizationCityStateFromTo
Morgan Stanley Temple Terrace FL 07/2023 Present
Liberty Mutual Insurance Tampa FL 06/2021 08/2021
Fresh Market Chapel Hill NC 08/2022 11/2022
Morgan Stanley Temple Terrace FL 06/2022 08/2022
Lowe's Clearwater FL 03/2020 07/2020
Ymca Palm Harbor FL 05/2019 08/2019
Palm Harbor University High School Palm Harbor FL 08/2015 05/2019
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2019 05/2023
  • 07/2023 → Present
    Morgan Stanley
    Temple Terrace, FL
  • 06/2021 → 08/2021
    Liberty Mutual Insurance
    Tampa, FL
  • 08/2022 → 11/2022
    Fresh Market
    Chapel Hill, NC
  • 06/2022 → 08/2022
    Morgan Stanley
    Temple Terrace, FL
  • 03/2020 → 07/2020
    Lowe's
    Clearwater, FL
  • 05/2019 → 08/2019
    Ymca
    Palm Harbor, FL
  • 08/2015 → 05/2019
    Palm Harbor University High School
    Palm Harbor, FL
  • 08/2019 → 05/2023
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-22
  • S66 Uniform Combined State Law Examination
    2023-08-22

View on SEC IAPD

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