Robert W. Baird &
47yrs
Top advisor by experience in Pittsburgh
27yrs
Based in Pittsburgh, Pennsylvania, Jack Payne is a financial advisor with 27 years of industry experience. Jack has been with Morgan Stanley since 2025; before that, Jack spent 13 years at Agili. Jack’s designations include CFA and CFP®.
At a glance
Experience27 years (since 2000)
How that compares ?Top 24% by experience nationwide
OfficeOne PPG Place Suite1300, Pittsburgh, PA 15222
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 ?1 state
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.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Jun 2025 – nowMorgan StanleyCurrent firm
- 2003 – 2016Agili, P.C.Previously
- 2000 – 2002Agili, P.C.Previously
Questions to ask Jack
Tailored to Jack’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 Jack
How do I contact Jack?
Call Morgan Stanley at 914-225-5510 and ask for Jack Payne. Jack works from the Pittsburgh, PA office.
How long has Jack been a financial advisor?
Jack has been in the industry since 2000, about 27 years. Top 24% by experience nationwide.
What licenses does Jack hold?
Series 63. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jack 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 Jack 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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