Alex Jackson, CFP®, QPFC
Associate Vice President, Financial Advisor
Phone:
(954) 423-0374(954) 423-0374
Alexander Jackson, CFP®, QPFC
Associate Vice President, Wealth Management,
Financial Advisor
Direct:
(954) 423-0374(954) 423-0374
Toll-Free:
(800) 621-5231(800) 621-5231
My Mission Statement
Deliver first-class business in a first-class way by putting my clients first, doing the right thing, leading with exceptional ideas, and giving back.
My Story and Services
Alex Jackson is a Financial Advisor who focuses on wealth management and financial planning for business owners, high net worth individuals, and their families. Through a holistic, goals-based approach he is dedicated to helping his clients accumulate, preserve and provide legacy assets to future generations through creative wealth planning strategies. Alex also advises large and small enterprises how to establish and monitor corporate retirement and stock compensation plans.
Alex is an accomplished professional with over 20 years of finance and accounting experience in wealth management, public accounting(now non-practicing), merger and acquisition consulting, and insurance accounting. He began his career as a Certified Public Accountant (CPA) with PricewaterhouseCoopers in their Silicon Valley, CA office, and was recruited by Deloitte in 2006 to join their merger and acquisition transaction services group in Chicago where he advised strategic corporate and private equity clients on transactions ranging from $200 million to $10 billion dollars. After leaving the consulting world, Alex worked in the insurance industry as an internal auditor and as a regional controller managing over $155 million in revenue, 30 branch offices across seven states and a team of six CPAs.
A strong desire to assist and guide individuals and businesses with allocating their assets for growth, and a passion for financial markets, moved Alex to bring his extensive accounting, finance and business acumen to Morgan Stanley where he could put this passion into practice and work directly with clients to help them attain or exceed their long-term financial goals.
Alex earned his Bachelor of Business Administration in Accountancy Degree from the University of Notre Dame, he is a CFP®, QPFC, and a CPA (non-practicing). He lives in Fort Lauderdale with his wife, Amanda, and their two sons. When not at the office, Alex enjoys his family and friends, traveling, triathlons, cooking, and all things outdoors.
Alex is an accomplished professional with over 20 years of finance and accounting experience in wealth management, public accounting(now non-practicing), merger and acquisition consulting, and insurance accounting. He began his career as a Certified Public Accountant (CPA) with PricewaterhouseCoopers in their Silicon Valley, CA office, and was recruited by Deloitte in 2006 to join their merger and acquisition transaction services group in Chicago where he advised strategic corporate and private equity clients on transactions ranging from $200 million to $10 billion dollars. After leaving the consulting world, Alex worked in the insurance industry as an internal auditor and as a regional controller managing over $155 million in revenue, 30 branch offices across seven states and a team of six CPAs.
A strong desire to assist and guide individuals and businesses with allocating their assets for growth, and a passion for financial markets, moved Alex to bring his extensive accounting, finance and business acumen to Morgan Stanley where he could put this passion into practice and work directly with clients to help them attain or exceed their long-term financial goals.
Alex earned his Bachelor of Business Administration in Accountancy Degree from the University of Notre Dame, he is a CFP®, QPFC, and a CPA (non-practicing). He lives in Fort Lauderdale with his wife, Amanda, and their two sons. When not at the office, Alex enjoys his family and friends, traveling, triathlons, cooking, and all things outdoors.
Services Include
- Financial PlanningFootnote1
- Wealth ManagementFootnote2
- Alternative InvestmentsFootnote3
- Cash Management and Lending ProductsFootnote4
- Planning for Education FundingFootnote5
- Estate Planning StrategiesFootnote6
- Business Succession PlanningFootnote7
- Life InsuranceFootnote8
- Executive Financial ServicesFootnote9
Securities Agent: DC, OR, IA, HI, TN, SD, MI, ID, WI, UT, KS, RI, VT, PA, NV, MD, DE, AZ, AK, SC, NY, GA, CO, AL, NM, NC, ME, IL, FL, MS, VA, IN, CT, CA, WA, TX, NJ, NH, KY, OH, MO, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1857670
NMLS#: 1857670
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1200 S Pine Island Rd
Ste 800
Plantation, FL 33324
US
Direct:
(954) 423-0374(954) 423-0374
Toll-Free:
(800) 621-5231(800) 621-5231
Meet My Team
Jessica Cesar Lopez
Senior Registered Client Service Associate
Phone:
(954) 577-8878(954) 577-8878
About Alex Jackson
Alex Jackson is a Financial Advisor who focuses on wealth management and financial planning for business owners, high net worth individuals, and their families. Through a holistic, goals-based approach he is dedicated to helping his clients accumulate, preserve and provide legacy assets to future generations through creative wealth planning strategies. Alex also advises large and small enterprises how to establish and monitor corporate retirement and stock compensation plans.
Alex is an accomplished professional with over 25 years of finance and accounting experience in wealth management, public accounting (now non-practicing), merger and acquisition consulting, and insurance accounting. He began his career as a Certified Public Accountant (CPA) with PricewaterhouseCoopers in their Silicon Valley, CA office, and was recruited by Deloitte in 2006 to join their merger and acquisition transaction services group in Chicago where he advised strategic corporate and private equity clients on transactions ranging from $200 million to $10 billion dollars. After leaving the consulting world, Alex worked in the insurance industry as an internal auditor and as a regional controller managing over $155 million in revenue, 30 branch offices across seven states and a team of six CPAs.
A strong desire to assist and guide individuals and businesses with allocating their assets for growth, and a passion for financial markets, moved Alex to bring his extensive accounting, finance and business acumen to Morgan Stanley where he could put this passion into practice and work directly with clients to help them work towards heir long-term financial goals.
Alex earned his Bachelor of Business Administration in Accountancy Degree from the University of Notre Dame, he is a CFP®, QPFC, and a CPA (non-practicing). He lives in Fort Lauderdale with his wife, Amanda, and their two sons. When not at the office, Alex enjoys his family and friends, traveling, triathlons, coaching youth sports, cooking, and all things outdoors.
Alex is an accomplished professional with over 25 years of finance and accounting experience in wealth management, public accounting (now non-practicing), merger and acquisition consulting, and insurance accounting. He began his career as a Certified Public Accountant (CPA) with PricewaterhouseCoopers in their Silicon Valley, CA office, and was recruited by Deloitte in 2006 to join their merger and acquisition transaction services group in Chicago where he advised strategic corporate and private equity clients on transactions ranging from $200 million to $10 billion dollars. After leaving the consulting world, Alex worked in the insurance industry as an internal auditor and as a regional controller managing over $155 million in revenue, 30 branch offices across seven states and a team of six CPAs.
A strong desire to assist and guide individuals and businesses with allocating their assets for growth, and a passion for financial markets, moved Alex to bring his extensive accounting, finance and business acumen to Morgan Stanley where he could put this passion into practice and work directly with clients to help them work towards heir long-term financial goals.
Alex earned his Bachelor of Business Administration in Accountancy Degree from the University of Notre Dame, he is a CFP®, QPFC, and a CPA (non-practicing). He lives in Fort Lauderdale with his wife, Amanda, and their two sons. When not at the office, Alex enjoys his family and friends, traveling, triathlons, coaching youth sports, cooking, and all things outdoors.
Securities Agent: DC, OR, IA, HI, TN, SD, MI, ID, WI, UT, KS, RI, VT, PA, NV, MD, DE, AZ, AK, SC, NY, GA, CO, AL, NM, NC, ME, IL, FL, MS, VA, IN, CT, CA, WA, TX, NJ, NH, KY, OH, MO, MA; General Securities Representative; Investment Advisor Representative
About Jessica Cesar Lopez
Jessica started her career as an intern in 2011 at Wells Fargo Advisors. During the eight years there she gained experience working in several departments and in different roles. The last being a Client Associate supporting International Financial Advisors, where she utilized her bilingual skills to support mostly South American clients.
Jessica joined Morgan Stanley in 2019 supporting a team of Domestic Financial Advisors in Fort Lauderdale, FL. In addition to ensuring that the day-to-day operations of the team run smoothly, she built trusting relationships with clients and provided them with personalized service. In 2025 she transitioned to our team and is striving to build new trusting relationships with our clients while providing an active and exceptional service.
Born and raised in Venezuela, Jessica moved to the U.S. at the age of seven with her family and later lived in Argentina for four years, where she graduated from San Patricio High School in Cordoba. Upon returning to the U.S., she received her associate’s degree in business administration from Miami Dade College and her Bachelor’s Degree in Finance from Florida International University. She also holds a Series 7 securities and 66 licenses.
Jessica enjoys traveling, dancing, outdoor activities and now a lot of family time since with her Husband, Cristian, they have welcomed their first son, Benjamin in 2024.
Jessica joined Morgan Stanley in 2019 supporting a team of Domestic Financial Advisors in Fort Lauderdale, FL. In addition to ensuring that the day-to-day operations of the team run smoothly, she built trusting relationships with clients and provided them with personalized service. In 2025 she transitioned to our team and is striving to build new trusting relationships with our clients while providing an active and exceptional service.
Born and raised in Venezuela, Jessica moved to the U.S. at the age of seven with her family and later lived in Argentina for four years, where she graduated from San Patricio High School in Cordoba. Upon returning to the U.S., she received her associate’s degree in business administration from Miami Dade College and her Bachelor’s Degree in Finance from Florida International University. She also holds a Series 7 securities and 66 licenses.
Jessica enjoys traveling, dancing, outdoor activities and now a lot of family time since with her Husband, Cristian, they have welcomed their first son, Benjamin in 2024.
Wealth Management
From My Desk
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Wealth Management
Global Investment Office
Portfolio Insights
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Alexander Jackson today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan 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
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan 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
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
