JB
JB

Jason Brown

29 Years of Experience
Pasadena, CA
Broker

Jason Brown is a registered investment advisor at Morgan Stanley, based in Pasadena, CA, with 29 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

55 South Lake Avenue Pasadena Towers - Tower II, Suite 700, Pasadena, CA, 91101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jason owns multiple rental real estate properties in California, operating as a sole proprietor. He dedicates minimal time outside of business hours to property management.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 2005 - June 2009 · 3 yrs 11 mos
Citigroup Global Markets INC.Broker
December 1996 - June 2009 · 12 yrs 6 mos
State Registrations33 states
AZCACODCDEFLGAHIIDINKSMAMDMEMIMOMSNCNENMNVNYOHOKORPASCSDTNTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jason Brown - Financial Advisor | TrueAdvisor