KJ
KJ

Kevin Jackson

6 Years of Experience
Frederick, MD
Broker

Kevin Jackson is a registered investment advisor at Morgan Stanley, based in Frederick, MD, with 6 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

30 West Patrick Street, Suite 700, Frederick, MD, 21701

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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

Kevin serves on the board of directors for DIW Group, Inc., a geotechnical engineering company, since approximately seven years ago. He dedicates minimal time to this role, primarily focused on executive compensation, compliance, legal issues, and financial oversight.

Employment History
Current Registrations
Morgan Stanley
June 2019 - Present · 6 yrs 11 mos
Morgan StanleyBroker
May 2019 - Present · 7 yrs
State Registrations32 states
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AdvisorBrokerBoth

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