Daniel Dana I 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

• 09/1994 → Present
  Citigroup Global Markets Inc.
  Menlo Park, CA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Menlo Park, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1997-07-08 → 2009-06-01
  Citigroup Global Markets Inc.
  Menlo Park, CA
  Menlo Park, CA

Other Businesses

1.Ryan Towers; Rental properties; Investment related: Yes; San Mateo, CA; Rental property; owner(proprietor, partner, officer, director, employee, trustee, agent); Jan 1994; During business hours: 0; After business hours: 1 *380972 - Atherton DMC LLC; Investment related ; Jackson, WY; Real Estate; Partnership (proprietor, partner, officer, director, employee, trustee, agent); Mar 2019; During business hours: 0; After business hours: 0. *473045 - Loan; Investment related Yes; Portola Valley, CA; April 2021; During business hours: 00; After business hours: 00 *547047 - Krach Institute for Tech Diplomacy ; Investment related - No ; West Lafayette, Indiana ; Education and technology ; Advisory Board(proprietor, partner, officer, director, employee, trustee, agent) ; 4/2023 ; During business hours : 0 ; After business hours : 1 ; Join Advisory Council. Very minimal time commitment and no fiduiciary responsibilities *634815 - Bohemian Club Invesment Committee; Investment Related - No; San Francisco, California; Private Club; Officer (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 04/2025; During Business Hours: 0; After Business Hours: 1; Investment Decisions/Advice. *673213 - Jackson & Sons ; Investment related-Yes; Woodside, California; Investment/Finance/Banking, Technology; GP (proprietor, partner, officer, director, employee, trustee, agent); 05/2013; During business hours: 0; After business hours: 0.1; Investment Decisions/Advice

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-24
• S63 Uniform Securities Agent State Law Examination
  1993-11-17

Other Names

• Daniel Dana Jackson
• Daniel Dana Iv Jackson
• Daniel Dana Jackson