Jared A. Vance - Financial Advisor at Morgan Stanley

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Jared A. Vance - Financial Advisor at Morgan Stanley

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Experience, intellectual capital & first-class personal service in financial and investment planning.

11/02/2026

Morgan Stanley Research mapped its global coverage of about 3,600 stocks to identify how the next phase of AI investing could broaden beyond technology enablers.

morganstanley.com

10/29/2026

Many institutional investors have long allocated to private equity. What factors should individual investors understand when evaluating the asset class?

Watch the latest episode of The Alts Report to hear how asset managers seek value creation, the trends attracting private capital, and the potential role of private equity in portfolio construction.

Brian Holzer, Head of Alternative Investments at Morgan Stanley Wealth Management, sits down with Viral Patel, CEO and Board Member of BXPE at Blackstone.

For more insights: https://livesocial.seismic.com/DRL5b

10/27/2026

Giving with purpose is about more than making a contribution. It's about creating a lasting legacy and engaging the next generation in the values that matter most. I'm pleased to share the next session in our Wealth Education for the Next Generation series, "Philanthropy for the Next Generation," on Monday, November 2.

This discussion will explore how families can involve rising leaders in defining philanthropic goals, setting giving priorities, and fostering meaningful conversations around impact, governance, and legacy. Whether you're establishing a new charitable strategy or refining an existing one, you'll gain practical frameworks and actionable ideas to help turn your philanthropic vision into lasting impact.

Register Here: https://livesocial.seismic.com/adCtFj

10/22/2026

The AI era is moving into the physical world—and Morgan Stanley Research is helping investors understand what comes next.

In The Robot Almanac, Morgan Stanley's new 8-part video series, we explore robotics, physical AI, and the market forces that could reshape the global economy. Our forecast: the AI robotics market could reach $25 trillion in annual product revenues by 2050.

Watch the first episode: https://livesocial.seismic.com/axgt7z

These trends raise important questions for portfolios and long-term investment strategy. Are you ready? Let's talk about what this next wave of innovation could mean for you.

10/20/2026

China is entering a new phase of industrialization that could reshape manufacturing, productivity and global supply chains as it evolves from the world's factory to the world's industrial operating system. https://livesocial.seismic.com/acw62m

10/12/2026

As governments prioritize "AI Sovereignty" across the US, Chinese and regional ecosystems, we see capex expanding even further, with implications for multiple sectors. Find out more in this month's On the Markets.

morganstanley.com

10/08/2026

Affordability concerns are shaping the election backdrop, with implications for policy expectations and sectors such as technology and energy.

morganstanley.com

10/06/2026

New treatments for Alzheimer's, in-vivo gene editing, AI-enabled drug discovery: emerging technologies could reshape biotechnology productivity, treatment options and investment opportunities.

morganstanley.com

10/01/2026

AI's next wave may reward companies using the technology most effectively—not just those building it. Here's what investors can watch as AI moves toward profits.

morganstanley.com

09/15/2026

As fall arrives, the changing of the season can be an ideal time to revisit your financial plans with a fresh perspective.

morganstanley.com

Address

702 King Farm Boulevard, Suite 500
Rockville, MD
20850

Telephone

+13015562336

Website

https://advisor.morganstanley.com/the-perspective-group

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