Jackson Thoreson, CRPC®
My Mission Statement
MY STORY AND SERVICES
Joining Morgan Stanley Wealth Management in June 2024 as a Financial Advisor, Jackson is focused on serving the wealth management needs for individuals and families, entrepreneurs, coaches and athletes, and executives and employees of private and public companies. Jackson and his partners advise across many areas of wealth management including financial and estate planning, asset allocation, lending, and investment management strategies.
Jackson puts a premium on understanding the individual needs and challenges of his clients, asking deeper questions, and taking a customized approach to address those concerns. Time-horizon, risk tolerance, lifestyle, and long-term goals lay the foundation for a wealth management process that can adapt to different market conditions.
Jackson began his career in the financial services industry in 2019 after a previous career in professional sports. Knowing the challenges of being in transition, he shares that experience through helping with important life events such as retirement, relocation, and job changes.
Jackson was raised in San Jose, CA, where he attended Bellarmine College Preparatory. Jackson graduated from Saint Mary' College of California with a Bachelor's Degree in Economics.
Jackson and his wife Paige have a Cavalier King Charles named Clarke and live in San Jose.
Community Service
Jackson remains passionate about sports and fitness and is a current board member of The First Tee of Silicon Valley. Additionally, he remains active and involved with the Bellarmine Alumni Council.
NMLS#: 1904966
HAVE A PLAN
We begin with a conversation to understand your lifestyle plus your financial and various life goals. Some goals may be immediate while others may be years in the future.
We can develop a financial plan that outlines your current investments, savings rate, spending, etc. and provides a road map to help you achieve your short- and long-term goals. The plan will outline different routes, such as different retirement dates, and levels of income and assess the probabilities of success. The financial plan will define actions that we can start today, that will help you achieve your goals.
What do you want to fund or accomplish with your shares? We can review your restricted stock grants (RSU and PSUs), stock options, and employee stock purchase plan (ESPP) shares and set financial goals for each type of equity benefit. We can write and manage a 10b5-1 plan to automate a time and/or price-based program to sell and diversify your employee compensation shares over time.
Once we determine your financial goals and timelines, we can select an asset allocation and the investment approach for your various financial asset "buckets". Each bucket has its own investment goal and timeline such as building a portfolio to generate interest and dividends to replace your work income.
We will connect on a regular basis and track your progress. We will adjust as life evolves, priorities shift, markets and tax laws change.
HOW WE CAN HELP YOU
We can help you set financial goals and map out a financial plan which can assess the probabilities of a successful retirement at different ages and levels of income. We can identify actions that we can start today to help accomplish your financial goals.
We provide perspectives on the capital markets plus advice on portfolio construction and asset allocation.
Morgan Stanley offers tax-efficient managed stock and bond portfolios with active tax-loss harvesting, tax free municipal bonds, and treasury bonds. We can select an allocation and investment approach for your various financial asset "buckets". Each bucket has its own investment goal, such as a portfolio to build interest and dividend income to replace your work income when you retire.
We provide real estate loans, investment asset backed loans plus banking services such as CDs, checking and foreign exchange services. Our mortgage bankers can discuss these services.
We provide insights on wills, trust, family giving and tax efficient wealth transfers to your children. We can discuss outright unrestricted gifts versus restricted gifts using an irrevocable trust for your children that provides spendthrift and divorce protection. We can discuss whether the size of a gift might "enable or disable" your children's future. Often people plan on how to build assets for their retirement but spend little time on how to distribute their assets upon their death. We can coordinate with your tax and estate planning professionals.
We can discuss charitable gifting during your life or through your estate. How do you maximum the positive impact of your gifts and be thoughtful in your charitable gifting? Giving low basis stock with a long-term capital gain instead of cash to a nonprofit might give you a better tax benefit. A Donor Advised Fund might provide tax benefits in a year that your income is high and provide flexibility in how you distribute the money to nonprofits in the future. We can coordinate with your estate planning and tax professionals.
A life insurance payout can provide financial security for your spouse and children in case the need arises. Do you have enough life insurance to enable your spouse to pay off your mortgage and cover your children's college education, if you passed unexpectedly? Insurance can help provide a tax efficient transfer of wealth to your children in an irrevocable life insurance trust. We can discuss the benefits and limits of life, long term care, fire, and liability umbrella insurance.
We provide perspectives on the capital markets and advice on investments. We help clients set goals and align their portfolio allocation and investments to their goals. We believe a goals-based investment approach increases investors' financial confidence, which can improve their long term returns.
Your Equity Compensation
Our team has helped officers and key employees manage and sell their equity compensation for over 35 years. We help officers and employees fold their equity compensation into a comprehensive financial plan. We design, implement, and manage 10b5-1 plans and are well versed in the Rule 144 and Form 4 officer reporting requirements. Our team partners with our affiliates at Shareworks and E*TRADE to provide companies and their employees a tailored equity compensation service.
This report covers diversification strategies for investors with a large position in a single stock including 10b5-1 plans, exchange funds for low basis stock, Granter Retained Annuity Trust (GRAT), Donor Advised Funds and charitable gifts of stock.
10b5-1 plans allow officers and insiders to establish a trading plan that will schedule and automatically sell their company stock in the future. We help clients design and implement a time and/or price based 10b5-1 trading plan. As our clients sell their equity compensation, we help them check financial goals complete such as buying a house, covering children's college education, and building a diversified investment portfolio.
Restricted Stock Units (RSU & PSUs) are a type of compensation that is delivered in shares of company stock, if time and/or performance measures and vesting requirements, are met. This video reviews the life cycle of your RSU award.
This video outlines the taxation of RSUs. Discuss your equity compensation with your CPA.
This white paper covers features and provisions of employee stock options.
This video explains how stock options work and your exercise alternatives.
This guide discusses tax planning strategies for equity compensation prior to an IPO such as 83(b) elections, early exercise, share gifts, (GRATs), and legacy planning.
The Daniels Group at Morgan Stanley
Phone: (650) 926-7206
Email: Jackson.thoreson@morganstanley.com
Joining Morgan Stanley Wealth Management in June 2024 as a Financial Advisor, Jackson is focused on serving the wealth management needs for individuals and families, entrepreneurs, coaches and athletes, and executives and employees of private and public companies. Jackson and his partners advise across many areas of wealth management including financial and estate planning, asset allocation, lending, and investment management strategies.
Jackson puts a premium on understanding the individual needs and challenges of his clients, asking deeper questions, and taking a customized approach to address those concerns. Time-horizon, risk tolerance, lifestyle, and long-term goals lay the foundation for a wealth management process that can adapt to different market conditions.
Jackson began his career in the financial services industry in 2019 after a previous career in professional sports. Knowing the challenges of being in transition, he shares that experience through helping with important life events such as retirement, relocation, and job changes.
Jackson was raised in San Jose, CA, where he attended Bellarmine College Preparatory. Jackson graduated from Saint Mary's College of California with an Economics Bachelor's Degree.
Jackson and his wife Paige have a Cavalier King Charles named Clarke and live in San Jose.
Phone: (415) 949-6120
Email: Tim.B.Davis@morganstanley.com
As a Senior Vice President and Executive Financial Services Director my focus is connecting clients to a wide range of Morgan Stanley's institutional and wealth management services. I help my clients get organized, diversify, and on the right track to achieve their goals.
I help company executives, such as CFOs, Controllers, Treasurers, Stock Plan Administrators, HR professionals and Total Rewards employees and their respective teams, navigate the complex issues of executive compensation. I also present equity compensation seminars to large groups of employees which helps them better navigate their path to financial security. While we offer solutions for complex situations, we understand simplicity has value.
I began my career in 1998, after receiving my Bachelor of Science degree in International Management from Cal Poly, San Luis Obispo. For the next decade, I worked in finance and sales of Corporate Stock Benefit Plans at UBS, E*TRADE and Citigroup while earning my MBA. I joined Morgan Stanley in 2011 as a Corporate Client Group Director, delivering wealth management solutions to executives and entrepreneurs with large single stock positions. We integrate our clients' equity compensation into a comprehensive, goal-based, wealth management plan.
Outside of work, my wife and I are happily consumed with the activities of our three kids. I enjoy coaching their baseball teams, skiing and deep-sea fishing.
Phone: (650) 926-7105
Email: Charlie.Ramos@morganstanley.com
For as long as I can remember, I have been fascinated by economics and the finance industry. In high school, I was a messenger in the mail room of a financial firm on Wall Street. During college, I transitioned from delivering stock certificates, and other client packages in New York City to statistical analysis for another Wall Street firm. I continued in financial services by working in compliance and then transitioned to a financial advisor with Morgan Stanley in Menlo Park, California.
I earned a Bachelor of Science in Economics and a minor in Business Law at St. Peters University, where I continue to serve on the Board of Regents and Academic Affairs Committee. At Morgan Stanley, I help foster the Firm's values as a part of the Pacific Coast Region's Diversity, Equity, and Inclusion Council.
As financial advisors, we work directly with our clients on executive & equity compensation planning, goal setting and financial planning. I look forward to the opportunity to talk with you.
Phone: (650) 926-7178
Email: Michael.Curts@morganstanley.com
As a native of Indiana, I developed an appreciation of Midwestern values and hard work. In 2006, I moved to California and started my career in the financial services industry as a Client Service Associate at Smith Barney which is now Morgan Stanley by merger. My passion for becoming a financial advisor and assisting clients began in the Great Recession in 2008. In this period of extreme market volatility, I learned to appreciate the value of proactive investment solutions based on sound diversification strategies.
In 2008, guided by the values I learned growing up and with a diligent focus on preserving my clients' hard-earned wealth, I carefully advised each client through the difficult financial and emotional roller coaster they personally experienced.
Today, we focus on diversified investment strategies for hard-working corporate executives and clients focused on retirement planning. I hold Financial Planning Specialist and Senior Portfolio Manager designations from Morgan Stanley. Whether a client is looking for advice on 10b5-1 trading plans, executive compensation, investment style allocation, or the selection and evaluation of investment opportunities, we initially focus on learning what the client values.
Phone: (650) 926-7667
Email: steven.daniels@morganstanley.com
I grew up in Corvallis Oregon and graduated from Oregon State University with a degree in Finance. I had two terrific professors, in economics and finance, who sparked my interest in the financial markets. I paid for my college education by working during the summer breaks in Alaska on two commercial salmon fishing boats. Working long hours in Alaska helped me appreciate the value of discipline, teamwork, and hard work.
After college I traveled across the United States and Europe, taking me from San Francisco to Boston and Marrakesh to Helsinki where I met my future wife. My travels ended on Sand Hill Road in Menlo Park CA in 1983. Silicon Valley was young, vibrant and had an exciting new energy. Our Menlo Park branch manager hired me when I arrived with not much more than a backpack and a desire to work in finance.
Over forty years later, I am a Managing Director, and work in that same office. Our team manages 5.97 billion Dollars of our client's assets.* We work with Silicon Valley employees and executives who receive a large portion of their compensation in equity, such as RSUs and stock options. We help clients better understand their equity compensation and develop a plan to diversify their stock awards over time. We help them identify and achieve long-term financial goals. We welcome the opportunity to meet you, learn about your goals, and share our perspectives.
*($5.97B as of 12/31/2024)
Phone: (650) 926-7221
Email: Parker.Bauman@morganstanley.com
Every journey we undertake has a beginning and destination. To reach your destination a path must be clearly identified and then followed.
My journey to join Morgan Stanley as a Financial Advisor and Financial Planning Specialist in the Silicon Valley reflects this principle. After graduating from high school, I enlisted in the United States Marine Corps, where I learned the importance of setting a clear goal to reach a destination. Following my service, I earned a Bachelor of Arts in Psychology and minor in Business Law from the University of Nevada, Las Vegas.
During the 2008 financial crisis, I served as a bankruptcy and restructuring professional for individual and corporate debtors. Assisting clients through this period of financial turmoil reinforced the critical importance of establishing well-defined goals. This experience led me to understand the success of a financial journey is determined by the quality of the advice and guidance. Whether you seek guidance on managing your executive compensation, investment portfolio, lending and cash management, or estate, trust, and legacy planning; the first step is articulating your current position and financial goals. Your journey and destination is unique to you and your family. It is important to define a path, get started, act and monitor. I look forward to the opportunity to guide you through your life-long financial journey.
Phone: (650) 926-7189
Email: Elizabeth.Dong@morganstanley.com
We help many successful executives manage their global employee stock plan benefits, set up 10b5-1 stock trading plans for corporate officers and insiders, implement strategies for concentrated equity positions, and establish estate planning strategies for their families.
I help clients understand the risks and complexities of managing cross border investments both in the US and Asia. I speak fluent Mandarin and I value clear and effective communication. I help my clients better manage their global wealth.
I started my investment career in 2006. Before joining Morgan Stanley in 2013, I was a member of a team that managed $20 billion in assets at a large investment management company. I earned my MBA in Finance from Miami University and received a Graduate Certificate in Management Science and Engineering from Stanford University. I currently hold the Chartered Financial Analyst™ (CFA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations.
Phone: (650) 926-7231
Email: Jessie.Marguet@morganstanley.com
As your Financial Advisor, I can help you define your financial goals and help you achieve them by creating an actionable financial plan that aligns with your investment philosophies and lifestyle.
I graduated summa cum laude from UC Santa Barbara, with a Bachelor of Arts in Political Science, an emphasis in International Relations and minor in Business Communications. Having grown up in the finance industry, I saw the world of financial advice evolve through many economic cycles, shifts in technology, strategy, and theory.
We help families and corporate executives craft and implement a comprehensive financial plan. With Morgan Stanley's access to some of the world's most seasoned and respected investment professionals, a premier trading platform and spectrum of investment choices, together we can create and monitor a dynamic plan that remains consistent with your changing goals in each stage of your life.
Phone: (650) 926-7689
Email: Roy.U.King.II@morganstanley.com
Roy King joined Morgan Stanley and the Daniels Group in January of 2000, at the Y2K peak and right before the "Dot Com" bust. Those two events gave Roy perspective on the value of setting long term goals and not letting present day "chaos" drive emotional decisions.
Roy wears many hats with The Daniels Group but primarily focuses on B2B business development, managing Corporate Equity Stock Plan relationships, and 10b5-1 Plan administration. Although Roy's primary role is overseeing our team's equity compensation and 10b5-1 plan operations, he also enjoys helping our wealth management clients develop a goals-based financial plan while monitoring their long-term progress.
Roy has a background in Radio Broadcasting and Commercial Construction but prefers to spend his days on his Bass Boat fishing local Lakes and the Sacramento-San Joaquin Delta. He grew up in Petaluma, CA but has lived in the East Bay, CA for the past 3 decades along with his two sons and his dog - Broc.
Phone: (650) 926-7682
Email: Jia.He@morganstanley.com
Jia joined Morgan Stanly in 2014 as a Client Relationship Associate. She currently manages all aspects of client interactions for the three senior advisors of the Daniels Group, including client onboarding, cash management, and 10b5-1 trade reporting, in addition to individual client specific services.
After graduating from UC Davis with a dual degree in International Economics and Classical Music, she began her career in finance as an Associate Financial Advisor and Team Marketing Director, at Merrill Lynch. Prior to joining the financial industry, she worked on multinational public relations projects such as Governor Schwarzenegger's China Trade Mission and Economic Regeneration ventures in liaison with The Prince's Trust in London, UK.
She holds Series 7 and 66 licenses and lives in San Jose with her husband Colin and son Liam. She enjoys swimming, piano performing, and organizing music concerts for her son's preschool in her spare time.
Phone: (650) 926-7666
Email: Nicole.Fuentes@morganstanley.com
Nicole Fuentes joined Morgan Stanley in October 2000. She holds a Series 7, 66, 9 and 10 license. Prior to joining the Daniels Group, she worked with another Private Wealth team for approximately 15 years, and she was a Business Service Manager on our Silicon Valley Complex management team.
Nicole lives in Roseville, CA and is originally from San Francisco. Nicole has two grown children and two granddaughters. She is an avid 49ers, Giants and Warriors fan. She is an animal lover and has two dogs, Cha Cha and Frida. She loves cooking, reading, dancing, and spending time at home with her friends and family.
Phone: (650) 926-7156
Email: Aaron.Valadez@morganstanley.com
Aaron joined Morgan Stanley in 2022. He holds a Bachelor of Science Degree in Business Administration with a concentration in Finance from Cal Poly, San Luis Obispo. During his time at Cal Poly, Aaron was a part of the Financial Management Association which orchestrated networking events with professionals from the industry. He is excited to join Morgan Stanley and the team and work in finance and investments. Aaron focuses on all aspects of customer service needs for our clients.
Outside of work, he enjoys swimming, playing guitar, and working out.
Learn more about our team's capabilities by visiting the website below. Start the conversation today through the "Contact Us" button at the top of the page.
Source: Barron's (Awarded May 2024). Data compiled by Barron's based on time period from Jan 2023-Dec 2023. https://mgstn.ly/3WD0yje
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