Jason Silva is a registered investment advisor at Morgan Stanley, based in San Jose, 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
Loading...
Location
225 West Santa Clara Street, Suite 900, San Jose, CA, 95113
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 1999Closed-No Action
Other Business Activities
Jason owns rental real estate property in Rancho Cordova, CA since 2018. This activity requires minimal time outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
January 2021 - Present · 5 yrs 4 mos
Morgan Stanley
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2009 - January 2021 · 12 yrs
Wells Fargo Clearing Services, LLC
January 2009 - January 2021 · 12 yrs
UBS Financial Services INC.
October 2001 - January 2009 · 7 yrs 3 mos
UBS Financial Services INC.Broker
July 2001 - January 2009 · 7 yrs 6 mos
H&r Block Financial Advisors, INC.Broker
August 1996 - August 2001 · 5 yrs
State Registrations5 states
CANJORTXWA
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.