advisors

Jordan Dickstein Executive Director, Private Wealth Advisor The Jordan Group at Morgan Stanley Private Wealth Management

1290 Avenue of the Americas, 13th Floor, New York, New York 10104

jordan.dickstein@morganstanleypwm.com www.morganstanleyfa.com/thejordangroup/ 212.492.6912

The Jordan Group at Morgan Stanley Private Wealth Management is a team of financial professionals with diverse talents and experience dedicated to serving the complex wealth management needs of our affluent clients. We provide access to the skills and resources of our team and the firm to help meet the myriad of challenges that come with managing wealth. We provide comprehensive wealth management through strategic and tactical investment recommendations and intergenerational planning. We take a values-based approach that focuses on a family’s specific objectives, tax structure, time horizon and risk tolerance, while taking into account the overall economic and financial market conditions on an ongoing basis.

At a Glance

Minimum Net Worth Requirement

$2 million (planning services)
$2 million (in assets, investment services)

Financial Services Experience

32 years

Compensation Method

Asset-based fees, commissions (investment and insurance products)

Minimum Fee for Service None Required
professional services provided
  • Financial planning
  • investment advisory
  • insurance products
  • money-management services
  • investment products

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