Jack B Kilpatrick
Investment adviser representative at Morgan Stanley
11 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
11 years in the industry.
- Morgan StanleyMar 2026 to now
- Florida Financial Advisors dba Texas Financial AdvisorsSep 2025 to Feb 2026
- The Library BarAug 2025 to Oct 2025
- WildfireSep 2023 to Aug 2025
- Texas State UniversityAug 2023 to May 2025
- Sandbar Cocina y TequliaMar 2022 to May 2023
- Santa Barbara City CollegeJun 2021 to May 2023
- In-n-out BurgerFeb 2021 to Jun 2021
- The Draft Sportsbar and GrillJun 2018 to Aug 2018
- Cathedral Catholic High SchoolAug 2017 to May 2021
- Roosevelt Middle SchoolAug 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8163941
- Firm CRD
- 149777