The Jackson|Stanco Group at Morgan Stanley

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The Jackson|Stanco Group


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.

Services Include

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

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



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



    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


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

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


    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


    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


    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.

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

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    *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.

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