The Jackson|Stanco Group at Morgan Stanley

Contact Us
The Jackson|Stanco Group

OUR MISSION STATEMENT

Helping you achieve financial success is our first priority.

Our Story and Services

The Jackson|Stanco Group

The Jackson|Stanco Group at Morgan Stanley is a 5-person team providing comprehensive financial services to clients with complex or unique financial challenges. Their clients include high-net-worth individuals, small family offices, government entities, charitable entities, and ERISA-covered defined benefit plans and defined contribution plans operating with a trustee directed or trustee assisted model. The group only works on a fee basis, intentionally maintains a limited number or clients – about 40 clients per professional staff member – and serves in a fiduciary capacity for every client, acting with discretion over investment decisions. Clients do not work with a “lead” financial advisor as is common industry practice; instead the professional staff member on the team who is best qualified to address a particular problem or issue will do so. Every client will work with every team member over time.

Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.


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

Services

  • Wealth Management
  • 529 Plans
  • Asset Management
  • Endowments and Foundations
  • Estate Planning Strategies
  • Financial Planning
  • Retirement Planning
  • Sustainable Investing
  • Trust Services*

Location

Location

  • 755 E. Mulberry, Suite 300
  • San Antonio, TX 78212


    Experience

    Experience

    The Jackson | Stanco group has over 48 combined years of experience in the investment consulting industry.

    Working With You

    Working With You

    The Jackson | Stanco Group approach is comprised of the following distinguishing elements:
    • Solutions Oriented Approach – Our entrepreneurial culture promotes a customized approach. We have long-term relationships with our clients built upon the premise that we establish objectives and see them through over time.
    • Global Resources, Local Perspective – We have a global organization, yet our services are provided locally by regional representsatives who leverage resources across the entire firm.
    • Global Investment Committee (GIC) – a dedicated team of qualified investment professionals conducting daily analysis of the world’s financial and economic environment.
    • Unified Managed Account platform and use of Separately Managed Accounts – access to investment managers
    • Continuous Account Maintenance and Oversight - Customized executive summary reporting tailored to your specifications.

    Community Involvement

    Community Involvement

    Jackson | Stanco team members are passionate advocates and support both Rise Recovery and the Masters Leadership Program of Greater San Antonio.
    • Rise Recovery works to identify—and put in practice—effective services to help lower the negative consequences of tsubstance abuse. Working proactively in the community by offering education services, our goal is to help change attitudes among children and adults about using drugs and/or alcohol, thereby empowering individuals to make healthy decisions before an abuse problem develops.
    • The Masters Leadership Program (MLP) provides proven leaders with opportunities to learn about the needs of our community and serve as effective board members for local nonprofits and civic commissions. The volunteers share their career knowledge and experience with the organizations and are well prepared to impart an informed, up-to-date perspective on the issues affecting the people of Greater San Antonio area.

    Meet The Jackson|Stanco Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Jackson|Stanco Group today.

    Dow    70.53

    21082.95
    4:57PM

    Nasdaq    42.24

    6205.26
    5:15PM

    S&P 500    10.68

    2415.07
    4:57PM
    Market Information Delayed 20 Minutes

    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material 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 do not necessarily reflect those of Morgan Stanley.

    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 AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    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.

    CRC 1369093   12/15

    Awards Disclosures