Jacob Matthew Caswell
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.
- Morgan StanleyApr 2026 to now
- Mutual of Omaha Investor ServicesJun 2025 to Mar 2026
- Mutual of Omaha Insurance CompanyMay 2025 to Mar 2026
- Auto Review AiSep 2022 to Nov 2023
- Publix SupermarketsJun 2022 to Apr 2025
- Unemployed/full-time Student At University of South FloridaFeb 2022 to Jun 2022
- Tampa Bay BuccaneersJul 2019 to Jan 2020
- Winn-dixieFeb 2019 to Feb 2022
- Unemployed/public School SystemAug 2014 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8116244
- Firm CRD
- 149777