TJ
TJ

T Jackson

30 Years of Experience
Oklahoma City, OK
1 DisclosureBroker

T Jackson is a registered investment advisor at Morgan Stanley, based in Oklahoma City, OK, with 30 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

6305 Waterford Boulevard, Suite 240, Oklahoma City, OK, 73118

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History

Regulatory History (1)
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Customer Dispute
May 2020
Settled
Other Business Activities

T is a sole proprietor/owner of LEJ Leasing, LLC, a real estate business, since 2001, spending minimal time on it. T is also an investment committee board member for Collins Cemetary Association of Okeene Oklahoma, Inc, a charitable non-profit, since 2021, spending minimal time on it.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
May 2001 - April 2007 · 5 yrs 11 mos
Morgan Stanley Dw INC.Broker
May 2000 - April 2007 · 6 yrs 11 mos
Edward JonesBroker
March 1996 - April 2000 · 4 yrs 1 mo
State Registrations23 states
ALARCACOFLIAIDILKSMONCNMNVNYOKORSCSDTNTXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.