JD
JD
Jason Devito is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 28 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
112 Worcester Street, Wellesley, MA, 02481
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Regulatory History (1)
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Customer Dispute
October 2008Closed-No Action
Other Business Activities
Jason is a partner in Brotherhood Park Ventures, LLC (private business investment) and La Femme, LLC (real estate). He is also a board member of the Ouimet Fund, a social and recreational organization, spending minimal time on each activity.
Employment History
Current Registrations
Morgan Stanley
March 2012 - Present · 14 yrs 2 mos
Morgan StanleyBroker
March 2012 - Present · 14 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2005 - March 2012 · 7 yrs
Merrill Lynch Pierce Fenner & Smith INC.
May 2003 - January 2005 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1997 - March 2012 · 14 yrs 8 mos
State Registrations43 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.