Jack
Almo

Morgan Stanley

CRD#4554316
Investment Advisor
in Seattle, WA

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About this Advisor

Jack Almo is a financial advisor who works out of Seattle, Washington with 12 years of relevant experience. Almo is an employee of Morgan Stanley. Over the course of their career, Almo has held roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Almo holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in California, Texas and Washington. Morgan Stanley is a financial advisory company headquartered in Purchase, NY. The company has offices in 930 locations and a total of 28,000 advisors. It manages $1 trillion in assets under management among its 2,233,188 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets. Morgan Stanley provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules typically are based on the type of financial services. However, fee types charged by Morgan Stanley can be comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

601 Union Street, Two Union Square Suite 5200
Seattle, WA 98101

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

WA Average: $7,464,549,021
Total Number of Employees

28,000

WA Average: 88
Total Number of Accounts

2,233,188

WA Average: 3,892
Average Account Size

$530,659

WA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jack Almo Work History

Jack has been registered as a financial advisor for 12 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, N.A

2011 - Present (13 years)

Morgan Stanley Smith Barney LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jack Almo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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