Darnell Donnie 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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Irvine, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-04-15 → 2009-06-01
  Morgan Stanley & Co. Llc
  Birmingham, MI
• 1986-05-09 → 2009-03-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
  Detroit, MI

Other Businesses

1-UNIVERISTY OF MICHIGAN ECONOMIC LEADERSHIP COUNCIL & ALUMNI ASSOCIATION; ANN ARBOR, MICHIGAN; ECONOMIC LEADERSHIP COUNCIL MEMBER; PUBLIC UNIVERSITY; NO HOURS ARE DEVOTED DURING TRADING AND NON TRADING HOURS PER WEEK 2-UNIVERSITY OF MICHIGAN DEAN'S ADVISORY COUNCIL; ANN ARBOR, MICHIGAN; COUNCIL MEMBER; PUBLIC UNIVERSITY; NO TIME IS DEVOTED

Exams

• S66 Uniform Combined State Law Examination
  2010-08-16
• S63 Uniform Securities Agent State Law Examination
  1983-09-02

Other Names

• Darnell Jackson