Alan C Pearson, CIMA®
Senior Vice President, Wealth Management, Financial Advisor, Certified Investment Management Analyst
Phone:
(210) 271-6100(210) 271-6100
We have moved to 7600 Broadway St. San Antonio, TX 78209 as of July 23rd, 2022. We look forward to welcoming you to our new office!
The JK Group at Morgan Stanley
Direct:
(210) 271-6115(210) 271-6115
Our Mission Statement
Providing world class wealth management to our clients for generations
Welcome
Over the past two decades, The JK Group has had the privilege of serving many successful clients and their families. Their clients have no single background, but each has achieved a considerable amount of financial and personal success. They have worked with many of these families for multiple generations, through up and down cycles in the financial markets, and some milestone moments in their personal and professional lives.
They focus on bringing continuity to their multi-generational relationships and are as passionate about their clients' values as their financial goals. Their clients look to them to help manage their investments, strategically plan income and preserve their lifestyle. They provide access to some of the world’s best intellectual capital as well as efficient access to global capital markets. Their team has experience across multiple disciplines and they know whom to call when additional knowledge is required. Their mission is to provide world class wealth management to their clients for generations.
They focus on bringing continuity to their multi-generational relationships and are as passionate about their clients' values as their financial goals. Their clients look to them to help manage their investments, strategically plan income and preserve their lifestyle. They provide access to some of the world’s best intellectual capital as well as efficient access to global capital markets. Their team has experience across multiple disciplines and they know whom to call when additional knowledge is required. Their mission is to provide world class wealth management to their clients for generations.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
2025 Tax Information
If you're in the process of preparing your taxes, above you'll find the Morgan Stanley 2025 Tax Tables. Here you'll find the 2025 tax rates, as well as important dates for various tax filings. Be sure to click the arrow to the right of the picture to scroll through to the second page for additional information.
Financial education can lead to better insights into our investment strategy and discipline, and better long-term decisions. As a result, we are committed to providing you with important information about managing your wealth more effectively in today’s global markets.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice as well as information on the online resources provided to our clients through Morgan Stanley. We’ve provided links to these materials, where available, and hope you’ll return often to learn more about the topics that impact your overall wealth.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice as well as information on the online resources provided to our clients through Morgan Stanley. We’ve provided links to these materials, where available, and hope you’ll return often to learn more about the topics that impact your overall wealth.
Thoughts On the Market
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
Listen to the latest episode now
Global Investment Committee on the Markets
A monthly publication that summarizes the Global Investment Committee’s market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out this month's edition here
Click here to read the latest publication
The Morgan Stanley Minute
Explore insights on today’s most important investment topics, including legacy planning, active management, cybercrime and monetizing small business
Click here to view
Goals Based Planning
Working with Morgan Stanley and its advanced wealth management technology is an ideal way to access advice and build a coherent wealth plan. Read more about the advantages of working with our unique planning technology to help reach your financial goals, whatever they may be.
Learn more about Goals Based Planning
Morgan Stanley Online & MSMobile
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity. Features include paperless documents, bill pay and secure account management.
Morgan Stanley Online
Digital Vault
The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
Digital VaultUpcoming Firm Events
We hope you will join us for this upcoming event.
AI Revolution: The Breakthrough, the Buzz and a Blueprint for the Future
We invite you to watch the replay from our thought-provoking conversation on artificial intelligence (AI) with James Dyett, OpenAI's Head of Enterprise & Strategic Sales, Keith Weiss, Morgan Stanley's Head of U.S. Software Research Jeff McMillan, Morgan Stanley's Head of Firmwide Artificial Intelligence, recorded on Monday, March 24.
CRC4303146 03/2025
Online
Additional Replays
The JK Group is committed to giving all of their clients the highest level of service possible. Their advisors have years of experience working with complex high net worth families, and they are well-versed in the unique circumstances that may arise when working with these types of clients. For clients who have over $10 million dollars in assets under management, Morgan Stanley has a plethora of Family Office Resources that can be used to their benefit.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Morgan Stanley Signature Access
Signature Access, the highest tier of Morgan Stanley's loyalty program Reserved Living & Giving, gives clients with $10 million or more in assets at the firm access to world class services such as Private Health Advisory, Personal Cybersecurity services, Aircraft Management and more all in addition to the discounts and content available through Reserved Living & Giving.
Morgan Stanley Smith Barney LLC reserves the right to change or terminate the Reserved program at any time and without notice. Reserved program participants accounts and activity are reviewed periodically to confirm that they continue to qualify for this program.
Read the brochureMorgan Stanley Smith Barney LLC reserves the right to change or terminate the Reserved program at any time and without notice. Reserved program participants accounts and activity are reviewed periodically to confirm that they continue to qualify for this program.
Income & Estate Tax Planning Toolkit
Family Office Resources works closely with clients to thoroughly explore factors relevant to existing or future estate structures and strategies, and educates clients on general tax and estate planning strategies given specific objectives, philosophies, concerns, income needs as well as other considerations.
Income & Estate Tax Planning ToolkitPrivate Aviation
Private aviation offers distinct advantages over commercial air travel, delivering greater comfort, convenience and flexibility than you could reasonably expect from any airline.
Learn more about Private AviationExperiential Services
Morgan Stanley’s Lifestyle Advisory has made arrangements with a network of ticket purveyors, bespoke travel agencies and other firms that specialize in creating exciting and exotic experiences for affluent clients.
*Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision
Access to Experiential Services*Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision
Location
7600 Broadway
Ste 100
San Antonio, TX 78209
US
Direct:
(210) 271-6115(210) 271-6115
Meet The JK Group
Stephen Charles Scott, CFP®
Senior Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®
Phone:
(210) 271-6161(210) 271-6161
Sandra Deskin
Associate Vice President, Wealth Management Associate
Phone:
(210) 271-6186(210) 271-6186
About Alan C Pearson
Alan was born in Houston, spent his childhood in New Jersey, and eventually returned to Texas where he still resides. He graduated from Texas A&M University with a Bachelor’s in Business Analysis and then continued his education with an MBA from The University of Houston. Alan has been with Morgan Stanley since 1993 and has over 30 years of experience in the financial services industry.
Alan is a Certified Investment Management Analyst® and partner at The JK Group. Working as the team analyst, Alan reviews money managers, monitors manager performance, and provides asset allocation guidance.
In his free time, Alan enjoys exercising, traveling, water activities, playing trombone and spending time with friends and family. He is involved in his local community supporting the food bank, a domestic violence shelter and his church. He currently resides in San Antonio with his wife Janie.
Alan is a Certified Investment Management Analyst® and partner at The JK Group. Working as the team analyst, Alan reviews money managers, monitors manager performance, and provides asset allocation guidance.
In his free time, Alan enjoys exercising, traveling, water activities, playing trombone and spending time with friends and family. He is involved in his local community supporting the food bank, a domestic violence shelter and his church. He currently resides in San Antonio with his wife Janie.
Securities Agent: CA, NY, AL, DC, LA, OH, NH, MA, CO, NM, MT, SC, OR, OK, IN, IL, ID, FL, CT, VT, NE, GA, AZ, AR, WI, VA, TX, TN, SD, MN, KS, WA, UT, PA, MD, ND, NC, MO, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 1270049
NMLS#: 1270049
About Stephen Charles Scott
Stephen is a Certified Financial Planner® and partner with the JK Group at Morgan Stanley. With over 10 years’ experience in the financial services industry, Stephen provides a vast array of industry experience including tailored investment advice to his clients.
Stephen uses a personalized financial planning approach, because no two clients have the exact same needs or desired outcome. His mission in working with clients is to preserve and grow their wealth for generations. He makes changes to and revises their plan to meet their goals as they evolve throughout their lifetime.
In his free time, Stephen enjoys traveling to new places with children and wife, Vicki. He is an avid trail runner and guitar player. He currently resides in San Antonio, TX with his family.
Stephen uses a personalized financial planning approach, because no two clients have the exact same needs or desired outcome. His mission in working with clients is to preserve and grow their wealth for generations. He makes changes to and revises their plan to meet their goals as they evolve throughout their lifetime.
In his free time, Stephen enjoys traveling to new places with children and wife, Vicki. He is an avid trail runner and guitar player. He currently resides in San Antonio, TX with his family.
Securities Agent: MA, IN, TX, MO, CA, OR, NY, NM, MN, MI, DC, NC, MT, IL, WI, NE, AR, SD, OH, ND, KS, CT, CO, AZ, AL, UT, OK, LA, ID, VT, WA, VA, PA, NH, MD, GA, FL, TN, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 1411243
NMLS#: 1411243
About Sandra Deskin
Sandy grew up in San Antonio, TX and has remained in the area to this day. She has been assisting clients at Morgan Stanley for over 30 years, starting out as a Client Service Associate and now working as a Wealth Management Associate with The JK Group.
Her goal in working with clients is to provide an unparalleled level of service assisting them in any way she can. She strives to help them meet their unique goals and objectives. She holds her Series 7, 63, and 66 licenses.
In her free time, Sandy is an active member of her church community. She helps to facilitate women’s events including bible studies, volunteering to provide children with school supplies, and gifts during the holidays. On most weekends, you can find her spending time with her husband Stephen and her son Isaac.
Her goal in working with clients is to provide an unparalleled level of service assisting them in any way she can. She strives to help them meet their unique goals and objectives. She holds her Series 7, 63, and 66 licenses.
In her free time, Sandy is an active member of her church community. She helps to facilitate women’s events including bible studies, volunteering to provide children with school supplies, and gifts during the holidays. On most weekends, you can find her spending time with her husband Stephen and her son Isaac.
Contact Alan C Pearson
Contact Stephen Charles Scott
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact The JK Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Asset Allocation does not assure a profit or protect against loss in declining financial markets.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4Morgan 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.
5Morgan 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.
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.
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
8Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
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
1Asset Allocation does not assure a profit or protect against loss in declining financial markets.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4Morgan 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.
5Morgan 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.
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.
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
8Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
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)