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Daniel Jackson

32 Years of Experience
Menlo Park, CA
Broker

Daniel Jackson is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

2725 Sand Hill Road, Pwm, Menlo Park, CA, 94025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Daniel is involved in several outside business activities, including rental properties, a golf and restaurant board, a real estate partnership, and a loan. He also serves on the advisory board for the Krach Institute and on the investment committee for the Bohemian Club, dedicating minimal time to these roles.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
September 1994 - June 2009 · 14 yrs 9 mos
Kidder, Peabody & CO. IncorporatedBroker
November 1993 - September 1994 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Daniel Jackson - Financial Advisor | TrueAdvisor