Jon P Piorkowski
First Vice President, Wealth Management,
Financial Advisor,
Senior Portfolio Manager,
Alternative Investments Director
Direct:
(214) 661-7069(214) 661-7069
My Mission Statement
Know what you own and why you own it. Minimize taxes and unnecessary risk. Take advantage of opportunities.
My Story and Services
Jon Piorkowski is a Financial Advisor and Senior Portfolio Manager at Morgan Stanley Wealth Management, focusing on high net worth families with sophisticated investment and wealth transfer needs. He is a co-Portfolio Manager for the team’s U.S. equity and asset allocation-based strategies. Jon is also an Alternative Investments Director, focusing on private investing in equity, credit, and real estate.
Jon was formerly an Investment Specialist at J.P. Morgan Private Bank in Dallas. He customized investment solutions in both discretionary and non-discretionary capacities for high net worth individuals, families and foundations. He began his career with J.P. Morgan as an analyst in Houston, TX. After his years as an analyst, he was promoted to investment associate where he specialized in complex trading strategies and brokerage solutions for high net worth families.
Jon played football at two Division I programs, Baylor University and the University of Tulsa. In 2005, he was elected to the Academic All Big 12 Team and in 2006 he was awarded Conference USA Commissioner’s Academic Medal. Jon received a B.B.A from Baylor University with a major in Finance and a concentration in Accounting.
Jon currently resides in Dallas, TX with his wife and two daughters. He met his wife at Baylor and has been married since 2011. His first priority is spending time with family – vacations, holidays, and ‘play-time’ with his daughters take up most of his time. Given his history in football, he finds it’s hard to put away his love for fitness and health. He’s a strong advocate for resistance training, intermittent fasting, and high protein diets. Since growing up on a lake taught him the joys of water sports, he sets aside time on the weekends for outdoor activities. Jon’s other hobbies include reading, relaxing by the pool, and researching health related topics including supplementation & longevity.
Jon was formerly an Investment Specialist at J.P. Morgan Private Bank in Dallas. He customized investment solutions in both discretionary and non-discretionary capacities for high net worth individuals, families and foundations. He began his career with J.P. Morgan as an analyst in Houston, TX. After his years as an analyst, he was promoted to investment associate where he specialized in complex trading strategies and brokerage solutions for high net worth families.
Jon played football at two Division I programs, Baylor University and the University of Tulsa. In 2005, he was elected to the Academic All Big 12 Team and in 2006 he was awarded Conference USA Commissioner’s Academic Medal. Jon received a B.B.A from Baylor University with a major in Finance and a concentration in Accounting.
Jon currently resides in Dallas, TX with his wife and two daughters. He met his wife at Baylor and has been married since 2011. His first priority is spending time with family – vacations, holidays, and ‘play-time’ with his daughters take up most of his time. Given his history in football, he finds it’s hard to put away his love for fitness and health. He’s a strong advocate for resistance training, intermittent fasting, and high protein diets. Since growing up on a lake taught him the joys of water sports, he sets aside time on the weekends for outdoor activities. Jon’s other hobbies include reading, relaxing by the pool, and researching health related topics including supplementation & longevity.
Securities Agent: MA, CA, UT, NJ, TX, OK, CO, NE, DE, AZ, AL, DC, NY, LA, WY, KS, WA, NC, MI, VA, MO, IL, GA, FL, CT, OH, PR, ID, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 943024
NMLS#: 943024
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
2121 North Pearl St
Ste 500
Dallas, TX 75201
US
Direct:
(214) 661-7069(214) 661-7069
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Jon P Piorkowski today.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
