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Detailed Report
DANIEL DANA I JACKSON IV
DANIEL DANA JACKSON IV, DANIEL DANA IV JACKSON IV, DANIEL DANA JACKSON IV
CRD#: 2405130
IA
Investment Adviser
B
Broker
MORGAN STANLEYCRD#: 149777 2725 Sand Hill Road
PWM
Menlo Park, CA 94025
Registration History
19952000200520102015202020252 FIRMS2009 - Present (15 years)BCITIGROUP GLOBAL MARKETS INC. (CRD# 7059)1994 - 2009 (14 years)BKIDDER, PEABODY & CO. INCORPORATED (CRD# 7613)1993 - 1994 (<1 year)IACITIGROUP GLOBAL MARKETS INC. (CRD# 7059)1997 - 2009 (11 years)
License(s)

State Registrations

B
Alabama 1/15/2020
B
Nebraska 12/7/2020
B
Alaska 12/7/2020
B
Nevada 6/1/2009
B
Arizona 6/1/2009
IA
Nevada 1/2/2025
IA
Arizona 8/20/2014
B
New Hampshire 6/1/2009
B
Arkansas 12/7/2020
B
New Jersey 6/1/2009
B
California 6/1/2009
B
New Mexico 12/7/2020
IA
California 6/1/2009
B
New York 6/1/2009
B
Colorado 6/1/2009
B
North Carolina 6/1/2009
B
Connecticut 6/1/2009
B
North Dakota 12/7/2020
B
Delaware 6/1/2009
B
Ohio 4/1/2010
B
District of Columbia 7/11/2019
B
Oklahoma 7/13/2010
B
Florida 6/1/2009
B
Oregon 6/1/2009
B
Georgia 6/1/2009
B
Pennsylvania 6/1/2009
B
Hawaii 7/13/2010
B
Puerto Rico 5/12/2015
B
Idaho 6/1/2009
B
Rhode Island 6/1/2009
B
Illinois 6/1/2009
B
South Carolina 6/1/2009
B
Indiana 4/8/2019
B
South Dakota 6/1/2009
B
Iowa 12/7/2020
B
Tennessee 7/13/2010
B
Kansas 6/1/2009
B
Texas 6/1/2009
B
Kentucky 5/11/2020
IA
Texas 4/23/2020
B
Louisiana 12/7/2020
B
Utah 7/13/2010
B
Maine 12/7/2020
B
Vermont 6/1/2009
B
Maryland 6/1/2009
B
Virgin Islands 12/7/2020
B
Massachusetts 6/1/2009
B
Virginia 6/1/2009
B
Michigan 6/1/2009
B
Washington 6/1/2009
B
Minnesota 6/1/2009
B
West Virginia 12/7/2020
B
Mississippi 12/7/2020
B
Wisconsin 6/1/2009
B
Missouri 6/1/2009
B
Wyoming 12/7/2020
B
Montana 7/13/2010

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MORGAN STANLEY (CRD#:149777)
2725 Sand Hill Road PWM, Menlo Park, CA 94025
Woodside, CA
Registered with this firm since 6/1/2009
B
MORGAN STANLEY (CRD#:149777)
2725 Sand Hill Road PWM, Menlo Park, CA 94025
Woodside, CA
Registered with this firm since 6/1/2009
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 07/08/1997 - 06/01/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) MENLO PARK, CA
B
 09/23/1994 - 06/01/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) MENLO PARK, CA
B
 11/09/1993 - 09/28/1994 KIDDER, PEABODY & CO. INCORPORATED (CRD#:7613) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.