JM
JM
Jason Meyer is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 24 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
340 Mount Kemble Avenue, Morristown, NJ, 07960
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Regulatory History (1)
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Customer Dispute
January 2015Denied
Employment History
Current Registrations
Morgan Stanley
May 2015 - Present · 11 yrs
Morgan StanleyBroker
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
November 2010 - April 2015 · 4 yrs 5 mos
J.P. Morgan Securities LLC
November 2010 - May 2012 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2008 - November 2010 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2008 - November 2010 · 2 yrs 6 mos
UBS Financial Services INC.
May 2006 - March 2008 · 1 yr 10 mos
UBS Financial Services INC.Broker
February 2005 - March 2008 · 3 yrs 1 mo
Mclaughlin, Piven, Vogel Securities, INC.Broker
February 2002 - February 2005 · 3 yrs
Morgan Stanley & CO., IncorporatedBroker
November 2000 - December 2001 · 1 yr 1 mo
State Registrations32 states
AKALARAZCACOCTDCDEFLGAILMAMDMOMTNCNHNJNMNVNYOKORPASCSDTXVAVTWAWY
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.