Jason Dazey is a registered investment advisor at Morgan Stanley, based in Madison, CT, 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
Loading...
Location
741 Boston Post Road, Madison, CT, 06443
Get directionsHistory
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 StanleyBroker
January 2016 - Present · 10 yrs 8 mos
Morgan Stanley
January 2016 - Present · 10 yrs 8 mos
Previous Registrations
Charles Schwab & CO., INC.
October 2013 - August 2015 · 1 yr 10 mos
Charles Schwab & CO., INC.
July 2011 - December 2011 · 5 mos
Charles Schwab & CO., INC.
November 2007 - December 2010 · 3 yrs 1 mo
Charles Schwab & CO., INC.Broker
November 2007 - August 2015 · 7 yrs 9 mos
Aig Financial Advisors, INC.Broker
October 2005 - November 2007 · 2 yrs 1 mo
Sentra Securities CorporationBroker
April 2004 - December 2004 · 8 mos
Spelman & CO., INC.Broker
April 2004 - December 2004 · 8 mos
Sunamerica Securities, INC.Broker
February 2003 - October 2005 · 2 yrs 8 mos
Charles Schwab & CO., INC.Broker
September 2000 - July 2001 · 10 mos
Waddell & Reed, INC.Broker
October 1998 - April 1999 · 6 mos
Charles Schwab & CO., INC.Broker
May 1998 - August 1998 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.