JB
JB
Jason Bernstein is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
1330 Post Oak Boulevard, Suite 900, Houston, TX, 77056
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Regulatory History (5)
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Customer Dispute
November 1995Settled
Employment Separation After Allegations
October 1995Customer Dispute
November 1992Settled
Customer Dispute
December 1991Settled
Criminal
June 1979Final Disposition
Employment History
Current Registrations
Morgan StanleyBroker
August 2013 - Present · 12 yrs 9 mos
Morgan Stanley
August 2013 - Present · 12 yrs 9 mos
Previous Registrations
Raymond James & Associates, INC.
February 2013 - August 2013 · 6 mos
Raymond James & Associates, INC.Broker
February 2013 - August 2013 · 6 mos
Morgan Keegan & Company, INC.
November 1995 - February 2013 · 17 yrs 3 mos
Morgan Keegan & Company, INC.Broker
November 1995 - February 2013 · 17 yrs 3 mos
Painewebber IncorporatedBroker
June 1992 - November 1995 · 3 yrs 5 mos
Lehman Brothers INC.Broker
November 1987 - July 1992 · 4 yrs 8 mos
State Registrations43 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.