Jackson H Tuma

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

• 10/2025 → Present
  Morgan Stanley
  Purchase, NY
• 08/2021 → 05/2025
  Lehigh University
  Bethlehem, PA
• 12/2024 → 01/2025
  Morgan Stanley
  New York, NY
• 05/2023 → 01/2024
  Morgan Stanley
  New York, NY
• 06/2025 → 07/2025
  Mad Dog Lacrosse
  Manasquan, NJ
• 06/2024 → 08/2024
  Cure Auto Insurance
  Princeton, NJ
• 12/2021 → 08/2022
  Commonwealth Of Pennsylvania - Fine Wine And Good Spirits
  Wayne, PA
• 06/2020 → 09/2021
  Dyad Enterprises
  King Of Prussia, PA
• 09/2007 → 05/2020
  The Episcopal Academy
  Newtown Square, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-21
• S63 Uniform Securities Agent State Law Examination
  2025-11-13