Jack S Hoffman
Investment adviser representative at Morgan Stanley
23 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
23 years in the industry.
- Morgan StanleyAug 2025 to now
- Testing Engineers and ConsultantsMay 2025 to Jul 2025
- Michigan State UniversityAug 2024 to May 2025
- Lear CorporationJun 2024 to Aug 2024
- Michigan State UniversityAug 2023 to May 2024
- Lear CorporationMay 2023 to Aug 2023
- Michigan State UniversityAug 2022 to May 2023
- Four Star ValetMay 2022 to Dec 2022
- Michigan State UniversityAug 2021 to May 2022
- UnemployedMay 2021 to Aug 2021
- Golf Village of Royal OakJul 2020 to Aug 2020
- Super Car WashMay 2020 to Jan 2021
- Boyne Country SportsSep 2019 to Mar 2021
- Berkley High SchoolAug 2017 to May 2021
- UnemployedSep 2003 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8082322
- Firm CRD
- 149777