Strong Relationships. Strong Advice.

The Gateway Group at Morgan Stanley, based in the greater St. Louis area, is a full-service provider of wealth management services to affluent investors, business owners, physicians and professional athletes.



Successful wealth management is about more than numbers — it’s about building deep, enduring relationships. That’s why our first priority is to identify your most essential objectives before we make any recommendations to help you, your family or your business achieve them.



Once we understand your aspirations, challenges and optimal level of risk, we then develop a personalized plan designed to help you reach your financial goals, manage risk and achieve success on your own terms.
Services Include
  • Professional Portfolio Management1
  • Wealth Management2
  • Asset Management3
  • Life Insurance4
  • Qualified Retirement Plans5
  • Trust Accounts6
  • 401(k) Rollovers
  • Estate Planning Strategies7
  • Annuities8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

1911 Frank Scott Parkway E
Suite 1
Shiloh, IL 62269
US
Direct:
(618) 628-2244(618) 628-2244
Toll-Free:
(800) 556-3606(800) 556-3606

Meet The Gateway Group

About Me

Jason Jensen, CFP®, ChFC®,CIMA®, CPM®
First Vice President, Financial Advisor, Senior Portfolio Manager
NMLS 1482020

Jason joined Morgan Stanley in 2001 as a Financial Advisor. Currently, he focuses on creating and implementing investment strategies for both individual and business portfolios. Previously, Jason worked as a Technical Analyst
at Forsyth Securities.
Jason holds a BS degree in both finance and economics from Southern Illinois University Edwardsville, as well as an MBA degree with an emphasis in finance. He also earned his Certified Investment Management Consultant designation from the University of Pennsylvania’s Wharton School of Business.
Jason is a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Consultant™ and serves as Gateway’s life insurance coordinator. He is currently pursuing the Chartered Life Underwriter, CLU® designation.
Jason, his wife Michelle, daughter Makenna, and son Austin reside in Collinsville, Illinois. In his spare time, Jason enjoys coaching his daughter’s soccer team, golfing and reading books about history.
Securities Agent: TX, IL, WV, WI, WA, VA, UT, TN, SD, SC, RI, PR, OK, OH, NY, NV, NM, NE, ND, NC, MT, MS, MO, MN, MI, MA, IN, IA, GA, FL, CO, CA, AR; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1482020

About Me

Paul Baeske, CFP®, ChFC®
First Vice President, Wealth Advisor, Senior Portfolio Manager
NMLS 1482024

Paul joined Morgan Stanley in 2002 as a Financial Advisor. Previously, he worked as a Technical/Investment Management Analyst at Smith Barney (a Morgan Stanley predecessor) in St. Louis, starting in 1998. At The Gateway
Group, he assists in developing investment policies and conducting asset allocation analysis, investment manager evaluation, and performance reporting. Paul also implements estate planning strategies for both individual and
business portfolios.
Prior to joining the firm, Paul served 11 years in the U.S. Air Force. He earned a BS degree in statistics from Southern Illinois University Edwardsville, as well as an MBA degree with a specialization in finance. Paul has earned the designations of Estate Planning Consultant, Chartered Financial Consultant™, and CERTIFIED FINANCIAL PLANNER™ practitioner.
Paul, his wife, Christy, son Doug, and daughter Madelynn, reside in Collinsville, Illinois. He enjoys bowling and is active in several leagues.
Securities Agent: TX, IL, WV, WI, VA, UT, TN, SC, OK, OH, NY, NV, NE, NC, MT, MO, MI, MA, LA, IN, IA, GA, FL, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1482024

About Me

David Elbe
Financial Advisor
NMLS 1465504

David joined Morgan Stanley in 2008 as a Financial Advisor after working as Director of Sales for Live Nation.
Previously, David helped manage his family’s grocery business for 20 years. David attended Mississippi State University and Ranken Technical College, where he received an associate’s degree in architectural technology. As
a Financial Advisor, David focuses on small business and corporate Retirement Plans.
David, his wife, Tammy, and their children, Alexandria, Summer and Maxwell, reside in Swansea, Illinois. David’s outside interest include boating, sports, motocross racing with his son and spending time with his family.
Securities Agent: TX, IL, WV, WI, VA, UT, TN, OK, OH, NY, NV, NE, MT, MO, MI, MA, IN, IA, GA, FL, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1465504

About Me

Nicole Nonn
Sr. Registered Client Service Associate

Nicole coordinates the group's overall day-to-day operations and provides our clients with excellent service.
She graduated from Southern Illinois University at Carbondale with a degree in Finance and joined our team in
2011. Nicole brings over ten years experience and an invaluable work ethic.

In her spare time, she enjoys boating, swimming and spending time with her husband and two children.
Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
From Clueless to Clued In: Teaching Teens About Money

From Clueless to Clued In: Teaching Teens About Money

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

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With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
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Ready to start a conversation? Contact The Gateway Group today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

2Morgan 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.

3Morgan 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.

4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

5Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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 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.

8Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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 suitable 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”) 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.


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