Jackson Yates
Financial Planner
Practice
Jackson Yates is a financial advisor with The Round Barn Group at Morgan Stanley. He specializes in estate planning, wealth management, and investment strategies for high‑net worth individuals. He works closely with individuals, families, and non‑profit organizations, helping them navigate complex financial landscapes. Prior to joining the Round Barn Group in 2025, Jackson started his career providing holistic wealth management and estate planning services for J.P. Morgan Private Bank in Los Angeles. Jackson holds a degree from California Polytechnic State University, San Luis Obispo and is a CERTIFIED FINANCIAL PLANNER (CFP®). He is dedicated to helping clients achieve piece of mind by implementing a clear and actionable plan for success.
Areas of work
- Analyzing existing life insurance coverage for continuing relevance to the estate plan
- Analyzing proposed transactions for estate and gift tax implications
- Charitable gift planning
- Designing estate plans
- Developing strategies to minimize potential estate and gift taxes
- Developing plans to conserve assets during lifetime and at death
- Proposing life insurance solutions consistent with estate plans
- Retirement distribution planning
- Succession planning
- Preparing comprehensive financial plans
At the council
Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.