J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
4yrs
Danielle Jansen
Financial advisor at Morgan Stanley
Based in San Francisco, California, Danielle Jansen is a fiduciary financial advisor with 4 years of industry experience. Danielle has been with Morgan Stanley since 2023; before that, Danielle spent less than a year at J.P. Morgan Private Wealth Advisors. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office101 California Street 23rd Floor, San Francisco, CA 94111
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowMorgan StanleyCurrent firm
- Nov 2022 – Apr 2023J.P. Morgan Private Wealth Advisors LLCPreviously
Contact Danielle
101 California Street 23rd FloorSan Francisco, CA 94111Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
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Questions to ask Danielle
Tailored to Danielle’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Danielle
How do I contact Danielle?
Call Morgan Stanley at (914) 225-5510 and ask for Danielle Jansen. Danielle works from the San Francisco, CA office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Danielle hold?
Series 66. Tap any license on this page to see what it allows.
Is Danielle a fiduciary?
Danielle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danielle paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Danielle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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