Sun Valley, ID Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

2

Of 23,178 advisors across 1,024 offices

Location

Sun Valley ID

Advisors at this office

2

Advisors at this office

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Jack B

Series 63, Series 65

Sun Valley, ID

Morgan Stanley

Jack Burke is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and diverse investment strategies while managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Andrew J

Series 63, Series 66

Sun Valley, ID

Morgan Stanley

Andrew Jones is a financial advisor with Morgan Stanley in Sun Valley, Idaho, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, Jones serves on the advisory board of Campfire Smoke Spirits, LLC, a wholesale and retail distribution business in Santa Monica, California. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques but does not make individual security recommendations as part of standalone plans.

General estate planning guidance
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