Jack Zager

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Marco Island, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 05/2011 → Present
  Morgan Stanley Smith Barney Llc
  Nashville, TN

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Marco Island, FL
  Nashville, TN
• 2002-11-18 → 2007-04-02
  Morgan Stanley Dw Inc.
  Marco Island, FL
  Nashville, TN

Other Businesses

1. BOARD MEMBER WITH THE MID SOUTH FOUNDATION FOR MEDICAL CARE. 2. TO SERVE AS AUTHOR OF THE CHILDREN'S BOOK, WHERE DO THE TIGERS GO? (FOR SALE ON WWW.AMAZON.COM).

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-05-21

Other Names

• Jacob Jack Stanley Zager
• Jacob Stanley Zager