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Jack C Bank

Morgan Stanley

Tampa, FL

CRD 7904112

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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
FL RA APPROVED 2025-08-19
TX RA APPROVED 2025-07-25
AZ RA APPROVED 2025-07-08
  • FL RA
    APPROVED
    Since 2025-08-19
  • TX RA
    APPROVED
    Since 2025-07-25
  • AZ RA
    APPROVED
    Since 2025-07-08

Branch Locations

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 Tampa FL 07/2024 Present
Investable Solutions Tel Aviv 06/2023 07/2023
Payday Employer Solutions Bellmawr NJ 06/2022 08/2022
Five Thousand Boardwalk Condominium Ventnor NJ 05/2021 08/2021
Anthony's Coal Fired Pizza Blue Bell PA 05/2019 08/2019
University Of Arizona Tucson AZ 08/2020 05/2024
Plymouth Whitemarsh High School Plymouth Meeting PA 09/2016 05/2020
"Unemployed" Lafayette Hill PA 05/2020 07/2020
  • 07/2024 → Present
    Morgan Stanley
    Tampa, FL
  • 06/2023 → 07/2023
    Investable Solutions
    Tel Aviv
  • 06/2022 → 08/2022
    Payday Employer Solutions
    Bellmawr, NJ
  • 05/2021 → 08/2021
    Five Thousand Boardwalk Condominium
    Ventnor, NJ
  • 05/2019 → 08/2019
    Anthony's Coal Fired Pizza
    Blue Bell, PA
  • 08/2020 → 05/2024
    University Of Arizona
    Tucson, AZ
  • 09/2016 → 05/2020
    Plymouth Whitemarsh High School
    Plymouth Meeting, PA
  • 05/2020 → 07/2020
    "Unemployed"
    Lafayette Hill, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-05
  • S66 Uniform Combined State Law Examination
    2025-04-05

View on SEC IAPD

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