Kyle
Jackson

Morgan Stanley

CRD#5010729
Investment Advisor
in Edwardsville, IL

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About this Advisor

Kyle Jackson is a financial advisor based in Edwardsville, Illinois, working with Morgan Stanley. Kyle has previously held positions at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Kyle has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois, Missouri, and Texas. Currently, Kyle is part of Morgan Stanley, which operates out of Edwardsville, Illinois. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

6181 Bennett Drive Suite 200
Edwardsville, IL 62025

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

IL Average: $7,464,549,021
Total Number of Employees

29,300

IL Average: 88
Total Number of Accounts

2,405,783

IL Average: 3,892
Average Account Size

$582,939

IL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kyle Jackson Work History

2022 - Present (2 years)

Morgan Stanley Smith Barney

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2005 - Present (19 years)

Citigroup Global Markets Inc

2009 - 2022 (13 years)

Morgan Stanley Smith Barney

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Disclosures

Please visit the SEC profile of Kyle Jackson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, NY

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