Jason Erpelding is a registered investment advisor at Morgan Stanley, based in Barrington, IL, with 12 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
760 West Main Street, Barrington, IL, 60010
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
August 2018 - Present · 7 yrs 11 mos
Morgan StanleyBroker
March 2018 - Present · 8 yrs 4 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
February 2007 - June 2009 · 2 yrs 4 mos
AmeritradeBroker
July 1996 - June 1998 · 1 yr 11 mos
State Registrations51 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.