Jack W Scholze

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

• 06/2026 → Present
  Morgan Stanley
  Gilbert, AZ
• 02/2026 → 05/2026
  The Home Depot
  Mesa, AZ
• 05/2025 → 08/2025
  Enterprise Mobility
  Scottsdale, AZ
• 01/2025 → 05/2025
  The Keg Restaurant
  Chandler, AZ
• 05/2024 → 08/2024
  Thehouse Newport Beach
  Newport Beach, CA
• 05/2023 → 01/2024
  Ace Valet At Irvine Spectrum
  Irvine, CA
• 05/2022 → 08/2022
  Rancho San Joaquin Golf Course
  Irvine, CA
• 01/2022 → 05/2022
  Poke Kai Inc.
  Irvine, CA
• 09/2016 → 06/2018
  Corona Del Mar Middle School
  Newport Beach, CA
• 09/2018 → 06/2022
  Corona Del Mar High School
  Newport Beach, CA
• 08/2022 → 05/2026
  Arizona State University
  Tempe, AZ

Exams

• S66 Uniform Combined State Law Examination
  2026-08-13