Adviser and broker representative · Morgan Stanley

Daniel Dana I. Jackson IV

CRD 2405130 · Menlo Park, CA

At a glance

Daniel Dana I. Jackson IV is an investment adviser representative with Morgan Stanley in Menlo Park, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel Dana’s SEC record dates to 1997, about 29 years ago. Daniel Dana is also registered as a broker representative.

Current advisory firm

Morgan StanleySince June 2009Menlo Park, CA · $1.96T in regulatory assets

SEC adviser record

Registered since: 1997 (29 years)
Designations: None on file
Exams: Series 63, Series 65
Registered in: 4 states
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Daniel’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 1 firmLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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