Welcome

Over the past two decades, our team has had the privilege to serve many successful clients and their families. Our clients have no single background, but each has achieved a considerable amount of financial and personal success. We 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. We focus on bringing continuity to our multi-generational relationships and are as passionate about our client’s values as their financial goals.Our clients look to us to help them manage their investments, strategically plan income and preserve their lifestyle. We provide access to some of the world’s best intellectual capital as well as efficient access to global capital markets. Our team has experience across multiple disciplines and we know whom to call when additional knowledge is required. Our mission is to provide world class wealth management to our clients for generations.
Services Include
  • Asset Allocation1
  • Tax, Trust & Estate Advisory2
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

112 E Pecan Street
Suite 1500
San Antonio, TX 78205
US
Direct:
(210) 271-6115(210) 271-6115

Meet The JK Group

About Me

As a senior partner of the team, Kathy is responsible for client relationships, including investment advice and wealth management reviews.

Business Experience

• Industry experience since 1979
• Morgan Stanley since 1982
• Branch Management 17 years

Education & Licensing

• BBA Texas Tech University
• Series 7, 63, 65, Insurance

Areas of Focus

• Relationship Management
• Firm Resources & Capabilities
• Wealth Analysis & Management
Securities Agent: TX, OK, WA, VA, UT, TN, SD, SC, PA, OH, NE, MS, MN, MD, MA, KS, FL, DC, CT, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1255731

About Me

A partner of the team and the team analyst, Alan reviews money managers, monitors manager performance, and prepares asset allocation studies.

Business Experience

• Industry experience since 1988
• Morgan Stanley since 1993

Education & Licensing

• BBA Texas A&M University
• MBA University of Houston
• CIMA® (Certified Investment Management Analyst)
• Series 7, 63, 65, Insurance

Areas of Focus

• Investment Research
• Asset Allocation
Securities Agent: TX, VA, UT, SD, SC, PA, OK, OH, NY, NE, MT, MD, MA, KS, FL, DC, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1270049

About Me

Utilizing his CFP® certification, Stephen interacts directly with clients to provide a comprehensive wealth management plan, including income planning, education planning and insurance strategies.

Business Experience

• Industry experience since 2008
• Morgan Stanley since 2012

Education & Licensing

• BS in Marketing, The University of Texas at San Antonio
• Certified Financial Planner™ Practitioner
• Series 7, Series 66, Insurance

Areas of Focus

• Retirement Planning
• Monte Carlo Analysis
Securities Agent: TX, VA, UT, SD, SC, PA, OK, OH, NM, NE, MI, MD, MA, LA, KS, GA, FL, DC, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1411243

About Me

A Financial Advisor, Albert provides relationship management and financial planning for clients. He also supports the team’s business development and marketing. 

Business Experience

• Industry experience since 1987
• Morgan Stanley since 1987

Education & Licensing

• BBA Finance, Southern Methodist University
• Series 7, 31, 63, 65, Insurance

Areas of Focus

• Relationship Management
• Business Development
• Marketing
Securities Agent: TX, WI, WA, VA, UT, SD, SC, RI, PR, OK, NY, NV, NM, NE, ND, NC, MS, MO, MN, MA, LA, IN, IL, GA, FL, DC, CO, CA, AR, AL, AK; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
Investment and Market Perspectives

On the Markets

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Reserved | Living & Giving

Reserved | Living & Giving

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.

Your Financial World. On the Go.

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.
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The JK Group today.
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.

1Asset Allocation does not assure a profit or protect against loss in declining financial markets.

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.

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.


CRC 2019752 10/2018