Jack W Scholze
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan StanleyJun 2026 to now
- The Home DepotFeb 2026 to May 2026
- Enterprise MobilityMay 2025 to Aug 2025
- The Keg RestaurantJan 2025 to May 2025
- Thehouse Newport BeachMay 2024 to Aug 2024
- Ace Valet At Irvine SpectrumMay 2023 to Jan 2024
- Arizona State UniversityAug 2022 to May 2026
- Rancho San Joaquin Golf CourseMay 2022 to Aug 2022
- Poke Kai Inc.Jan 2022 to May 2022
- Corona Del Mar High SchoolSep 2018 to Jun 2022
- Corona Del Mar Middle SchoolSep 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 8238750
- Firm CRD
- 149777