Welcome

Jackson Capital is focused on providing solutions to what matters most to our clients. Change is constant on Wall Street, and many firms have come and gone, but our family has been giving financial advice for four generations with an uncompromising commitment to work in the best interests of our clients.

At the core of our services is a disciplined approach that starts with listening and understanding your life’s vision. We seek to optimize what wealth can do for you and the causes that you care about.

Our 9 person team is lead by Dana Jackson, Managing Director Wealth Management and Senior Institutional Consultant. Dana has been a constant, spending over 20 years at the same firm on Sand Hill Road. Barron’s has recognized him as one of the top 100 advisors in the country 10 times including 2018 and Rep Magazine has recognized our team as one of the top teams in America.

Our network of venture capitalists, entrepreneurs and family offices combined with the resources of Morgan Stanley provides access to “best ideas” and potential investment opportunities. Dana has virtually unparalleled experience guiding founders and early employees through concentrated stock and stock option management, taxation, estate and trust design and philanthropic planning. We advise our clients on private equity liquidity, hedging and portfolio design.

We are selectively adding a few relationships this year and if you would like to learn more, we would welcome that conversation.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
  • Graystone Consulting, a business of Morgan Stanley, has a simple mission: “To be the Industry Standard in Investment Consulting Services for Sophisticated Investors.”

    Graystone Consulting is a global leader and pioneer in the fiduciary management business. We offer the vast resources of a global investment organization in a customized format tailored to address each client’s needs.

    Our tailored solutions help a variety of institutional clients, including foundations, endowments, educational institutions, health care entities, associations and other non-profit organizations, as well as corporations. We work with our clients to help them manage their fiduciary responsibilities in many areas, including defined contribution and defined benefit plans, Taft-Hartley plans, state and local government retirement plans, and mission-driven pools of assets.

    Disciplined Consulting Process
    We follow a disciplined investment consulting process that begins and ends with our clients. Investment strategies are delivered locally by dedicated teams, each led by an Institutional Consulting Director. Our teams are able to leverage the vast global resources of Morgan Stanley and deliver customized advice to our clients.

    At the core of our services is our disciplined and continuous investment process—one that serves as the constant foundation of our work throughout the life of the client relationship.
    For further information, please see Graystone Consulting.

Location

555 California Street
14th Fl
San Francisco, CA 94104
US
Direct:
(650) 234-5901(650) 234-5901
2725 Sand Hill Road
Suite 100
Menlo Park, CA 94025
US

Meet Jackson Capital Group

About Me

Dana Jackson is a Managing Director and part of Private Wealth Management which focuses on Morgan Stanley’s most sophisticated taxable clients. The team helps clients with concentrated stock, estate planning, strategies, cash flow modeling and family governance. They have been on Sand Hill Road working with entrepreneurs for over two decades. He is also an Institutional Consulting Director with Graystone Consulting, a division of Morgan Stanley that that focuses on endowments, foundations, and family offices. In that role his team is responsible for reviewing investment policy plans, asset allocation, performance evaluation, risk management, manager selection and fiduciary oversight. Dana started at Kidder Peabody and has been at the firm for over 22 years.

Accolades include:

• Barron’s Top 100 Financial Advisors from 2005 to 2011, 2015 - 2018.
• Financial Times – Top 400 Financial Advisors 2016, 2018-2019
• Research Magazine- One of the top three of the Top Ranked Advisor Teams in America from 2006 through 2009
• Registered Rep - One of the top financial advisors in the country in 2007.

Dana is a Board Member of Association of Professional Investment Consultants, is on the Impact Investing Advisory Board for Graystone, and is a frequent speaker at industry conferences. He lives in Woodside with his wife Loreen and has four children. Dana is very involved with charities and youth lacrosse in the area. He studied Economics at Hobart College.
Securities Agent: CA, AZ, WI, WA, VT, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NJ, NH, NC, MT, MO, MN, MI, MD, MA, KS, IN, IL, ID, HI, GA, FL, DE, CT, CO; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1301119

About Me

Deke Jackson is a Private Wealth Advisor with Jackson Capital Group. This year, Deke was named as one of America's Top Next-Generation Wealth Advisors by Forbes in 2017 & 2018. Prior to Morgan Stanley, Deke worked at Yelp for 3 years. There he was viewed as one of the top salesmen in the company, winning multiple accolades and awards, he was viewed as a leader on the top sales team in the organization. He graduated in 2010 from University of Denver, where he captained the varsity Men’s Lacrosse team. 

His responsibilities include cultivating new relationships, brand management, manager due diligence amongst various others.

Deke lives in San Francisco and volunteer coaches Stanford University Men’s lacrosse team. Other hobbies include Golf, Tennis and skiing.

Deke is Series 7, 66 licensed and also holds an Insurance Agent in the State of California (CA Insurance License # 0I66138)
Securities Agent: CA, WY, WV, WI, WA, VT, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NC, MT, MO, MN, MI, MD, MA, LA, KS, IN, IL, ID, HI, GA, FL, DE, DC, CT, CO, AZ, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1401623

About Me

Andy Lee joined the firm in 2008 and is a Consulting Group Analyst for the Jackson Capital Group at Morgan Stanley which specializes in servicing UHNW and institutional clients. His responsibilities include asset allocation strategies, manager due diligence, risk management solutions, and portfolio implementation, amongst others. Prior to this, he worked on the fixed income trading desk at Charles Schwab.

Andy graduated with a B.S. in Legal Studies at the University of California, Berkeley with an emphasis in Economics. He currently resides in South San Francisco with his wife and daughter and enjoys snowboarding, wine tasting, exploring new restaurants, and traveling.

Andy holds the Chartered Financial Analyst (CFA) designation and is Series 7 and 66 licensed.

About Me

Selina Reyes has more than 15 years' experience in the financial industry Selina joined Morgan Stanley in 2007 in the Wealth Management division as a Registered Associate responsible for the operational and trading functions for high net worth clients and foundations; and building client relationships Prior to working at Morgan Stanley, she worked at Wells Fargo Advisors in 2005 as a Financial Advisor Associate Prior to that, she was an Assistant Branch Manager at Chase Bank (formerly Washington Mutual Bank) accountable for branch operations, platform sales and customer service Selina was born and raised in Manila, Philippines and came to the United States after graduating from Assumption College with a B.S.C. in Entrepreneurship She is CA insurance licensed and holds the Series 7, 63, 66 and 31 registrations Selina and her husband have two children and reside in the San Francisco Bay Area In her spare time, Selina enjoys swimming, running and taking adventurous weekend trips with the family.

About Me

Ellie Jackson is a Client Services Associate with Morgan Stanley's Jackson Capital Group. She also fills the space of group Administrative Assistant. Ellie adores working with the team, helping whoever she can and ultimately, just getting things done. In 2012, Ellie received3her Bachelor of Science degree from Oregon State University in Environmental Science with a Minor in Business and Entrepreneurship. Ellie enjoys living in the energizing, fast passed atmosphere of the Bay Area and takes pleasure in donating her time to various philanthropic endeavors. Ellie has a great appreciation for the outdoors. She loves to travel, hike, golf and ski; but most importantly, Ellie would say she enjoys spending most of her time with her two giant dogs- Callie, the Great Pyrenees and her new Newfoundland rescue pup, Eugene.

About Me

Michael McCabe joined the Jackson Capital Group at Morgan Stanley as an analyst in 2017. His responsibilities include manager due diligence, wealth strategies analysis, financial planning, and client relationship management. Michael graduated with a B.A. in Economics from the University of California, Los Angeles, where he was a varsity letterman on the NCAA Division I Cross Country and Track teams. He still trains daily and competes in track races throughout the year. He enjoys backpacking, fly fishing, and traveling.

About Me

Vincci is a Senior Registered Associate within the Private Wealth Management Division of Morgan Stanley Smith Barney, LLC. She joined Morgan Stanley in 2007. Vincci has 15 years of experience in the financial industry beginning at Bank of America in 1997. Vincci received a B.S. in Business Administration majoring in Finance, Accounting and minor in Economics at California State University of Hayward.

About Me

Alina Ren joined the Jackson Capital Group at Morgan Stanley as a Client Service Associate in 2018. She received her bachelor’s degree from San Jose State in Business Administration, Finance. She loves working with people, and helping them achieve their goals. In her free time, she likes to play violin in local symphonies, read and spend time with her family.
Professional Insights

'How Silicon Valley Drove a Revolution in Wealth Management' - Atherton Living Magazine January Article


Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
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Market Information Delayed 20 Minutes
The securities/instruments, investments and investment strategies discussed on this website 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 may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

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