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Jack T Stander

Investment adviser representative at Morgan Stanley
12 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. Morgan Stanley Private Bank, N.AMar 2026 to now
  2. Morgan StanleyDec 2025 to now
  3. Plante Moran Financial AdvisorsSep 2022 to Dec 2025
  4. Northwestern Mutual Wealth Management CompanyMar 2022 to Aug 2022
  5. Northwestern Mutual Investment Services LLCFeb 2022 to Aug 2022
  6. Northwestern Mutual Life Insurance CompanyFeb 2022 to Aug 2022
  7. J.P. Morgan Securities LLCJul 2021 to Jan 2022
  8. JPMorgan ChaseJun 2021 to Jan 2022
  9. UnemployedApr 2020 to May 2021
  10. Echl Personnel of New JerseyJun 2018 to Mar 2020
  11. Canisius CollegeAug 2014 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 2 states (MI, TX).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7410036
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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