JT
JT

Jackson Tavenner

4 Years of Experience
Glenview, IL
Broker

Jackson Tavenner is a registered investment advisor at Morgan Stanley, based in Glenview, IL, 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

2700 Patriot Boulevard, Suite150, Glenview, IL, 60026

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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

Jackson is a Regional Director - Midwest for Riverfront Investment Group, LLC, dedicating full-time hours to portfolio management. He also works as a Registered Representative for ALPS Distributors, spending a few hours per week marketing/selling Riverfront Funds.

Employment History
Current Registrations
Morgan Stanley
January 2026 - Present · 4 mos
Morgan StanleyBroker
January 2026 - Present · 4 mos
Previous Registrations
Riverfront Investment Group, LLC
December 2021 - December 2025 · 4 yrs
Alps Distributors, INC.Broker
November 2021 - December 2025 · 4 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.