Chuck Jarrett
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director, Family Wealth Advisor
Phone:
(757) 597-9627(757) 597-9627
The Jarrett Group at Morgan Stanley
Direct:
(757) 597-9627(757) 597-9627
Toll-Free:
(800) 622-3430(800) 622-3430
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Welcome
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process
Our Five Step Consultative Process ensures that we dot all the i's and cross all the t's. Every client is offered the same experience, start to finish, and this process is crucial to developing the most efficient and accurate wealth strategy and lasting relationship.
Detailed Discovery
• Define needs, goals, expectations
• Learn more about family– including children, interests, careers, dependents, parents, etc.
• Previous/current experience with advisor– likes and dislikes
• Current investments
• LifeView Plan
• Learn more about family– including children, interests, careers, dependents, parents, etc.
• Previous/current experience with advisor– likes and dislikes
• Current investments
• LifeView Plan
Analysis
• Explain detailed findings on current investments
• Recommend a broad picture plan based on defined needs, goals and expectations
• Discuss inputs and results of LifeView Plan to confirm accuracy and complete understanding
• Set expectation going forward
• Recommend a broad picture plan based on defined needs, goals and expectations
• Discuss inputs and results of LifeView Plan to confirm accuracy and complete understanding
• Set expectation going forward
Presentation
• Propose investment implementation based on all information gathered
• Interpret results of the LifeView Plan
• Explain Client Experience
• Interpret results of the LifeView Plan
• Explain Client Experience
Implementation
• Authorize necessary paperwork
• Collect "new account profile" information
• Collect all necessary statements for transfers
• Provide service expectation packet
• Collect "new account profile" information
• Collect all necessary statements for transfers
• Provide service expectation packet
Continuum
• 45 day Check-In: Statement Review/Online Access Set Up/OneView Enrollment/E-Delivery
• Monthly/Quarterly Outreach
• Quarterly/Semi Annual Client Review
• Monthly/Quarterly Outreach
• Quarterly/Semi Annual Client Review
Market Research & Resources
At Morgan Stanley, we provide clients with easily digestible financial analysis from our market research experts. The links below provide further insight on the markets and economic landscape as well as our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life.
How to Take the Emotion Out of Investing
While investors have more data at their disposal than ever before, making the right investment decision takes more than just crunching numbers. Investors must also understand the psychology of the market—as well as their own impulses—to help sharpen their rational decision-making process. This is especially during periods of market volatility, when emotions often get in the way.
Click Here
Are You Prepared for Tax Day?
The countdown to Tax Day has begun. Here are some strategies to consider as the deadline approaches.
Click Here
Megatrends: How to Invest in the AI Boom
Artificial intelligence is set to become a $3 trillion industry in the next several years. Where can investors find opportunities?
Click Here
5 Steps to Create a Budget
Your everyday spending can affect your longer-term goals. Follow these five steps to spend smartly now—so you can reach your goals later.
Click HereMeeting Complex Family Needs
Just as a business owner has a thorough knowledge of a company’s opportunities, risks, capital structure and financial objectives, the Jarret Group begins by developing a similar understanding of you and your family. We translate this knowledge into strategy and process and work with you to help manage not only your investments but also your balance sheet and liquidity needs. The global resources of Morgan Stanley and coordination with outside advisors will likely include specialists in areas such as risk management, customized liquidity strategies and income and estate taxation.
The Jarrett Group will work with you and your family to develop a comprehensive plan that incorporates issues of family dynamics, wealth transfer, asset protection strategies, and location and business succession planning.
The Jarrett Group will work with you and your family to develop a comprehensive plan that incorporates issues of family dynamics, wealth transfer, asset protection strategies, and location and business succession planning.
The focus will be on helping you:
- Maintain family unity across generations
- Easing administration burdens by managing some of the most complex aspects of your life
- Protect your assets and transfer them efficiently to the next generation and the causes and institutions you support
- Develop strategies that pass down family values as well as family assets
- Access specialized ultra-high net worth resources and strategies tailored specifically to your needs and goals
INSIGHTS & INFORMATION
Here at Morgan Stanley, we strive to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future. I am a firm believer of giving my clients as many resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns. The links below provide detailed analysis on interesting topics that are affecting the finance and business worlds.
Megatrends: How to Invest in the AI Boom
Artificial-intelligence systems have recently been hailed as a groundbreaking phenomenon for their ability to generate human-like speech from troves of data. Now AI has gone one step further: An AI-powered brain implant helped achieve a near miracle—capturing the electromagnetic signals of a patient paralyzed by stroke and translating them into digital words and facial expressions.
Election 2024: Investors' Top Questions Answered
The outcome of this year's U.S. election could have a big impact on taxes, Social Security and health care policy. What should investors know?
Understanding Your Retirement Plan Options When You Leave a Job
You have several choices for what to do with your qualified retirement plan when you leave a job. Deciding among them is an important step in managing your retirement savings over time.
Location
701 Town Center Dr
Suite 902
Newport News, VA 23606
US
Direct:
(757) 597-9627(757) 597-9627
Toll-Free:
(800) 622-3430(800) 622-3430
Meet The Jarrett Group
Phone:
(757) 597-9640(757) 597-9640
Hannah Weaver
Registered Client Service Associate
Phone:
(757) 493-2124(757) 493-2124
About Chuck Jarrett
Chuck has been a Financial Advisor with Morgan Stanley since 2000. He holds B.S. degrees in Accounting and Finance from Ferrum College and is a Portfolio Manager and Senior Vice President within The Jarrett Group. Chuck focuses on helping individuals, families and business owners achieve their financial goals, by providing advice on Investment Planning; Retirement Planning; Insurance Planning; Tax Planning; Estate Planning Strategies; Intergenerational Wealth Transfer Planning; and Educational Savings Planning. Working with a network of highly skilled professionals, he is dedicated in providing high-quality advice and integrated wealth management solutions that can simplify and enhance the quality of his clients’ lives. Chuck lives with his wife Elizabeth, and their three children Payton, Brooke, and Hudson in Williamsburg. When not working Chuck enjoys heading to OBX with his family, playing golf and volunteering for local organizations to give back to his community.
Securities Agent: AZ, VA, TX, SC, AK, UT, MT, ME, MA, DE, OH, NJ, MI, IL, PA, IA, HI, WA, NC, AR, WV, KY, DC, CT, AL, OR, IN, MN, GA, TN, CA, NY, MO, MD, FL, CO; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1288107
NMLS#: 1288107
About James Hicks
James was born and raised in Minnesota and moved to the Tidewater area as a teenager. He went on to graduate from Hampton Roads Academy and then went to Christopher Newport University, joining the Men’s Lacrosse team. While attending CNU James was active on campus and pursued a double major in Finance and Accounting. James went on to graduate from the Luter School of Business in 2019. While attending university in his senior year, James began an internship with TD Ameritrade in Newport News and then continued working with them in Columbia Maryland upon graduation and got his Series 7 and Series 66 Licenses and became registered as an Investment Adviser Representative and Registered Representative.
In 2020 James moved to Arlington Virginia and accepted a position with E*TRADE as a Financial Consultant in the Washington DC Branch, working with clients on navigating retirement plan options as well as helping advise them on portfolio allocation and financial planning. James eventually found his way back to the Tidewater area, joining The Jarrett Group in June of 2022. As a member of the team, James is focused on helping to identify your goals and concerns and prioritize them, to create your financial goal plan. As well as financial planning, James can help clients with cash management solutions and working with our internal Private Bankers. With Morgan Stanley, James also holds the Financial Planning Specialist designation.
James lives in Newport News with his Bernese Mountain Dog Luna. Together you can find them exploring local breweries or venturing out to go hiking. He also enjoys running, cooking, and bourbon. James additionally serves as a Board Member for the Peninsula Alumni Chapter at CNU and is active in the community.
Disclaimer:
Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC.
In 2020 James moved to Arlington Virginia and accepted a position with E*TRADE as a Financial Consultant in the Washington DC Branch, working with clients on navigating retirement plan options as well as helping advise them on portfolio allocation and financial planning. James eventually found his way back to the Tidewater area, joining The Jarrett Group in June of 2022. As a member of the team, James is focused on helping to identify your goals and concerns and prioritize them, to create your financial goal plan. As well as financial planning, James can help clients with cash management solutions and working with our internal Private Bankers. With Morgan Stanley, James also holds the Financial Planning Specialist designation.
James lives in Newport News with his Bernese Mountain Dog Luna. Together you can find them exploring local breweries or venturing out to go hiking. He also enjoys running, cooking, and bourbon. James additionally serves as a Board Member for the Peninsula Alumni Chapter at CNU and is active in the community.
Disclaimer:
Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC.
Securities Agent: AK, MO, UT, MI, VA, KY, HI, FL, WV, TX, NJ, IL, GA, CA, AL, MT, MN, IA, CO, AR, OH, MD, IN, SC, NY, DE, WA, OR, ME, DC, TN, NC, CT, AZ, PA, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 2403250
NMLS#: 2403250
About Hannah Weaver
Hannah came to Morgan Stanley in 2021 as a Registered Client Service Associate and brings four years of industry experience to the Jarrett Group. She graduated from Penn State University with a Bachelor of Science in Economics and is continuing to pursue her education with a Master of Science in Finance. Additionally, she is fully registered with her Series 7 and 66 licenses.
Hannah provides operational support for items such as distributions, new accounts, transfers, trades, and online account tools, as well as meeting account maintenance needs. She is also available to discuss any general account related questions as they arise.
When she is not working diligently to meet our client's needs, Hannah is often found reading or spending time outdoors with her dog Oscar.
Hannah provides operational support for items such as distributions, new accounts, transfers, trades, and online account tools, as well as meeting account maintenance needs. She is also available to discuss any general account related questions as they arise.
When she is not working diligently to meet our client's needs, Hannah is often found reading or spending time outdoors with her dog Oscar.
Contact Chuck Jarrett
Contact James Hicks
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
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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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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Jarrett Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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 consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan 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.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
5Morgan 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
6Morgan 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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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 consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan 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.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
5Morgan 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
6Morgan 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.
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
CRC 6491812 (04/2024)
