Jackson Yates

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

• 03/2021 → 10/2025
  Jpmorgan Chase Bank Na
  Westlake Village, CA
• 03/2021 → 10/2025
  Jpmorgan Securities Llc
  Westlake Village, CA
• 06/2020 → 08/2020
  Cisco Systems Inc
  San Jose, CA
• 06/2019 → 05/2020
  Cal Poly Corp
  San Luis Obispo, CA
• 09/2016 → 12/2020
  California Polytechnic State University
  San Luis Obispo, CA
• 01/2018 → 02/2019
  Sisu Capital Llc
  Mill Valley, CA
• 01/2021 → 03/2021
  Unemployed
  Santa Rosa, CA
• 11/2025 → Present
  Morgan Stanley
  Santa Rosa, CA
• 11/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2021-07-27 → 2025-10-02
  J.P. Morgan Securities Llc
  Westlake Village, CA
  Pasadena, CA

Other Businesses

*673690 - Sweetwater Spectrum; Investment related: No; Sonoma, California; Health and Welfare:Individual Rights and Liberties; Finance Committee:Other:Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 5; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2021-07-27

Other Names

• Jackson Jeffrey Yates