Terry JacksonCRD Number: 6279278
Current Firm: Morgan Stanley
Terry Jackson (CRD# 6279278) is an Investment Advisor Representative working at Morgan Stanley in Las Vegas, NV and has over 3 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
Hornor, Townsend & Kent, Inc.
Cathay Consultants Ltd.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||2|
|Morgan Stanley||Las Vegas, NV||Dec 2013 - Current||3|
|Stomata Industries||Las Vegas, NV||Jun 2010 - Dec 2013||3|
|Pacific Coast Steel / Gerdua||Las Vegas, NV||Oct 2006 - Jun 2010||3|
|Wal-mart Stores Incorporated||Bettonville, AR||Jul 2002 - Oct 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV