DJ
DJ
Derrick Jackson
21 Years of Experience
Annapolis, MD
2 DisclosuresBroker
Derrick Jackson is a registered investment advisor at Morgan Stanley, based in Annapolis, MD, with 21 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
410 Severn Avenue, Suite 211, Annapolis, MD, 21403
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
July 2004Customer Dispute
January 2004Closed-No Action
Other Business Activities
Derrick owns a rental property since 2015 and is an executor/co-executor of an estate since 2021, dedicating minimal time to the latter.
Employment History
Current Registrations
Morgan StanleyBroker
March 2015 - Present · 11 yrs 2 mos
Morgan Stanley
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
April 2014 - March 2015 · 11 mos
Wells Fargo Advisors, LLCBroker
April 2014 - March 2015 · 11 mos
First Clearing, LLCBroker
December 2013 - March 2015 · 1 yr 3 mos
Wells Fargo Advisors, LLC
June 2008 - December 2013 · 5 yrs 6 mos
Wells Fargo Advisors, LLCBroker
June 2008 - December 2013 · 5 yrs 6 mos
Ftb Advisors, INC.
May 2007 - December 2007 · 7 mos
First Tennessee Brokerage, INC.Broker
May 2006 - December 2007 · 1 yr 7 mos
Dmg Securities, INC.Broker
August 2002 - August 2004 · 2 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.