Paul Jackson
Managing Director- Private Wealth Management, Family Wealth Director, Private Wealth Advisor at Morgan Stanley
- Role
- Managing Director- Wealth Management, Family Wealth Director, Financial Advisor at Morgan Stanley
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Paul Jackson
Paul was named a Top 1200 Advisor in America (Barron’s Magazine) 20••••24, Top Financial Advisor (Financial Times\' 400 Top Financial Advisors) 2018 and Forbes Best-in-State Wealth Advisor 20••••24. Helps provide comprehensive advice on financial matters to high and ultra-high net worth families, Paul has worked with clients throughout the US and overseas at Morgan Stanley for 22 years.Paul focuses on a high level of pro-active communication and responsiveness for a small number of clients. Typical clients are current and former senior executives, entrepreneurs and owners of successful businesses. Areas of Focus: Family wealth strategies, financial planning, portfolio management, lending solutions, insurance planning needs, asset allocation, alternative investments, equity compensation, deferred compensation, qualified plans, control and restricted stock transactions rule 144 trading and 10b5-1 Trading Plans.20••••24 Barron\'s Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron\'s Top Financial Advisors: State-by-State)Source: Barrons.com (Awarded 20••••24). Data compiled by Barron\'s based on 12-month period concluding in Sept of the year prior to the issuance of the award.20••••24 Forbes Best-In-State Wealth AdvisorsSource: Forbes.com (Awarded 20••••24). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.2018 Financial Times 400 Top Financial AdvisorsSource: ft.com (Awarded Mar 2018) Data compiled by the Financial Times based on time period from 6/30/15 - 6/30/17.Awards Disclosures: Stanley Smith Barney LLC 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 visit us at or consult with your Financial Advisor to understand these differences.Asset Allocation does not assure a profit or protect against loss in declining financial markets.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC. Member SIPC.
Experience
Managing Director- Wealth Management, Family Wealth Director, Financial Advisor
Dec 1997 — Present · Seattle, WA, US
2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Private Wealth Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Private Wealth Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/paul.w.jackson. The information or content is for US residents only and subject to the following terms: investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives-Morgan 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-NMLS#: 12•••94
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.