Jackson H Tuma
Investment adviser representative at Morgan Stanley
19 yearsExperience
1 stateRegistered 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
19 years in the industry.
- Morgan StanleyOct 2025 to now
- Mad Dog LacrosseJun 2025 to Jul 2025
- Morgan StanleyDec 2024 to Jan 2025
- Cure Auto InsuranceJun 2024 to Aug 2024
- Morgan StanleyMay 2023 to Jan 2024
- Commonwealth of Pennsylvania - Fine Wine and Good SpiritsDec 2021 to Aug 2022
- Lehigh UniversityAug 2021 to May 2025
- Dyad EnterprisesJun 2020 to Sep 2021
- The Episcopal AcademySep 2007 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7734941
- Firm CRD
- 149777