Raymond James & Associates
42yrs
Top advisor by experience in Tuscaloosa
25yrs
Daniel Jack is a fiduciary financial advisor in Tuscaloosa, Alabama, with 25 years in the industry. Daniel joined Morgan Stanley in 2024, after three years at PNC Wealth Management and eight years at PNC Managed Account Solutions. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 126 advisors with offices in Tuscaloosa, and one of 114 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 24% by experience in Tuscaloosa
Office1470 Northbank Parkway Suite 280, Tuscaloosa, AL 35406
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowMorgan StanleyCurrent firm
- 2021 – 2024PNC Wealth Management LLCPreviously
- 2013 – 2021PNC Managed Account Solutions, Inc.Previously
- 2007 – 2013Concourse Financial Group Securities, Inc.Previously
- Jun 2002 – Jun 2003Equitable Advisors, LLCPreviously
Contact Daniel
1470 Northbank Parkway Suite 280Tuscaloosa, AL 35406Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Morgan Stanley at (914) 225-5510 and ask for Daniel Jack. Daniel works from the Tuscaloosa, AL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2001, about 25 years. Top 24% by experience in Tuscaloosa.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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