JS
JS
Jason Skolnik is a registered investment advisor at Morgan Stanley, based in Shrewsbury, NJ, with 27 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
1030 Broad Street 3rd Floor, Shrewsbury, NJ, 07702
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Regulatory History (1)
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Employment Separation After Allegations
March 2011Employment History
Current Registrations
Morgan StanleyBroker
August 2024 - Present · 1 yr 9 mos
Morgan Stanley
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Wealth Enhancement Brokerage Services, LLCBroker
May 2024 - July 2024 · 2 mos
Wealth Enhancement Advisory Services, LLC
May 2024 - July 2024 · 2 mos
LPL Financial LLCBroker
May 2024 - August 2024 · 3 mos
Ameriprise Financial Services, LLCBroker
March 2023 - October 2023 · 7 mos
Ameriprise Financial Services, LLC
March 2023 - October 2023 · 7 mos
Wells Fargo Clearing Services, LLC
September 2016 - March 2023 · 6 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
September 2016 - March 2023 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - September 2016 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2011 - September 2016 · 5 yrs
Strategic Advisers, INC.
January 2010 - April 2011 · 1 yr 3 mos
Fidelity Brokerage Services LLCBroker
August 2005 - April 2011 · 5 yrs 8 mos
AXA Advisors, LLCBroker
June 2005 - August 2005 · 2 mos
Mony Securities CorporationBroker
May 2004 - June 2005 · 1 yr 1 mo
D.C. Capital, LLCBroker
November 2002 - May 2004 · 1 yr 6 mos
Dreyfus Brokerage Services, INC.Broker
May 1999 - July 2002 · 3 yrs 2 mos
Prime Charter LTD.Broker
August 1997 - March 1999 · 1 yr 7 mos
State Registrations38 states
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Exams
No exam information available for this advisor.