Michael Frederick Jackson

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 09/2017
  Pnc Bank
  Bethesda, MD
• 06/2016 → 09/2017
  Pnc Investments
  Pittsburgh, PA
• 09/2017 → 04/2021
  Morgan Stanley Private Bank, N.A.
  Paramus, NJ
• 09/2017 → Present
  Morgan Stanley
  Paramus, NJ
• 05/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2016-07-06 → 2017-09-12
  Pnc Wealth Management Llc
  Bethesda, MD
  Bel Air, MD
• 2013-06-07 → 2016-07-12
  Morgan Stanley
  Little Falls, NJ
  Bethesda, MD
• 2008-11-19 → 2013-05-28
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ
  Weehawken, NJ

Other Businesses

*OBI - 551515 - Midland Park Soccer Association ; Investment related - No ; Midland Park, New Jersey ; Recreation ; Officer(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2023 ; During business hours : 0 ; After business hours : 2 ; Check Signing/Funds Disbursements:Accounting/Bookkeeping

Exams

• S66 Uniform Combined State Law Examination
  2008-11-18

Other Names

• Mike Jackson