Jack Hartmann

Best-in-State · rank 19 · Anchorage, Alaska · listed firm: Morgan Stanley Wealth Management

Identity & firm

Firm — Morgan Stanley Wealth Management (high)
- “Morgan Stanley Wealth Management” — forbes_shook
Parent company — Morgan Stanley (high)
- “Morgan Stanley Wealth Management” — forbes_shook
Firm type — wirehouse (high)
- “Morgan Stanley Wealth Management” — forbes_shook
Team name — gap: not_found_after_search
Team size — gap: not_found_after_search
CRD — gap: not_public
Years experience — gap: not_found_after_search
Designations — gap: not_found_after_search

Team AUM ($M) — 1900 (high)
- “Team Assets (Custodied): $1.9B” — forbes_shook
Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
Typical client net worth ($M) — 2 (high)
- “Typical Net Worth of Relationships: $1-3M” — forbes_shook
Client niche — generalist (low)
- “Team Assets (Custodied): $1.9B; Typical Net Worth of Relationships: $1-3M; Typical size of Household accounts: $500K-2M” — forbes_shook
Custodians — not_applicable (high)
- “Morgan Stanley Wealth Management” — forbes_shook
Fee model — gap: not_public