Morgan Stanley
47yrs
Top advisor by experience in Glenview
5yrs
Jackson Tavenner
Financial advisor at Morgan Stanley
Jackson Tavenner has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Glenview, Illinois. After four years at Riverfront Investment Group, Jackson joined Morgan Stanley in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 131 advisors with offices in Glenview, and one of 123 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office2700 Patriot Boulevard Suite150, Glenview, IL 60026
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 ?2 states
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
- Jan 2026 – nowMorgan StanleyCurrent firm
- 2021 – 2025Riverfront Investment Group, LLCPreviously
Contact Jackson
Local office(847) 446-1900Ask for Jackson. (914) 225-5510Main office · Purchase, NY 2700 Patriot Boulevard Suite150Glenview, IL 60026Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Jackson
Tailored to Jackson’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 Jackson
How do I contact Jackson?
Call Jackson’s local office at (847) 446-1900 or the Morgan Stanley main office at (914) 225-5510, and ask for Jackson Tavenner.
How long has Jackson been a financial advisor?
Jackson has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Jackson hold?
Series 66. Tap any license on this page to see what it allows.
Is Jackson a fiduciary?
Jackson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jackson 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 Jackson 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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