Jackson Yates is a registered investment advisor at Morgan Stanley, based in Santa Rosa, CA, with 4 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
3562 Round Barn Circle, 1st Floor, Santa Rosa, CA, 95403
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
November 2025 - Present · 6 mos
Morgan StanleyBroker
November 2025 - Present · 6 mos
Previous Registrations
J.P. Morgan Securities LLC
July 2021 - October 2025 · 4 yrs 3 mos
J.P. Morgan Securities LLCBroker
June 2021 - October 2025 · 4 yrs 4 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.