Morgan Stanley Private Wealth Management


Jackson Capital Group

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Jackson Capital Group

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Welcome

Welcome

Jackson Capital is focused on providing solutions to what matters most to our clients. Change is constant on Wall Street, and many firms have come and gone, but our family has been giving financial advice for four generations with an uncompromising commitment to work in the best interests of our clients.

At the core of our services is a disciplined approach that starts with listening and understanding your life’s vision. We seek to optimize what wealth can do for you and the causes that you care about.

Our 8 person team is lead by Dana Jackson, Managing Director Wealth Management and Senior institutional Consultant. Dana has been a constant, spending over 20 years at the same firm on Sand Hill Road. Barron’s has recognized him as one of the top 100 advisors in the country 10 times including 2017 and Rep Magazine has recognized our team as one of the top teams in America.

Our network of venture capitalists, entrepreneurs and family offices combined with the resources of Morgan Stanley provides access to “best ideas” and potential investment opportunities. Dana has virtually unparalleled experience guiding founders and early employees through concentrated stock and stock option management, taxation, estate and trust design and philanthropic planning. We advise our clients on private equity liquidity, hedging and portfolio design.

We are selectively adding a few relationships this year and if you would like to learn more, we would welcome that conversation.

 


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

About PWM

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth.  Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:

  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control 

Private Wealth Management Highlights
  • Approximately 250 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $300 billion in AUM2
  • Comprising over 20% of the Barron’s Top 100 Financial Advisors list for 20163
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families

1 Morgan Stanley Internal Compensable Revenue Report, July 21, 2016
2 Morgan Stanley Wealth Management, December 31, 2016
3 Barron’s Top 100 Financial Advisors, April 16, 2016

Graystone Consulting

Graystone Consulting, a business of Morgan Stanley, has a simple mission: “To be the Industry Standard in Investment Consulting Services for Sophisticated Investors.”

Graystone Consulting is a global leader and pioneer in the fiduciary management business. We offer the vast resources of a global investment organization in a customized format tailored to address each client’s needs.

Our tailored solutions help a variety of institutional clients, including foundations, endowments, educational institutions, health care entities, associations and other non-profit organizations, as well as corporations. We work with our clients to help them manage their fiduciary responsibilities in many areas, including defined contribution and defined benefit plans, Taft-Hartley plans, state and local government retirement plans, and mission-driven pools of assets.

Disciplined Consulting Process
We follow a disciplined investment consulting process that begins and ends with our clients. Investment strategies are delivered locally by dedicated teams, each led by an Institutional Consulting Director. Our teams are able to leverage the vast global resources of Morgan Stanley and deliver customized advice to our clients.

At the core of our services is our disciplined and continuous investment process—one that serves as the constant foundation of our work throughout the life of the client relationship.

For further information, please see Graystone Consulting.


Approach

Approach

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Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.

Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.

Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Location

Location

  • 2725 Sand Hill Road, Suite 100
  • Menlo Park, CA 94025


    Meet Jackson Capital Group

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Legacy
    • Signature Access
    • Business Services

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    Ready to start a conversation? Contact Jackson Capital Group today.

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    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice.  Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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