JM
JM

Jason Martin

27 Years of Experience
Bethesda, MD
Broker

Jason Martin is a registered investment advisor at Morgan Stanley, based in Bethesda, MD, 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

7500 Old Georgetown Road 10th Floor, Bethesda, MD, 20814

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jason volunteers with the CFA Institute, reviewing content for examinations and assisting with standards and grading. This takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
UBS Financial Services INC.
June 2007 - December 2008 · 1 yr 6 mos
UBS Financial Services INC.Broker
June 2004 - December 2008 · 4 yrs 6 mos
Wachovia Securities, LLCBroker
October 1999 - June 2004 · 4 yrs 8 mos
First Union Capital Markets CORP.Broker
January 1999 - October 1999 · 9 mos
Moors & Cabot, INC.Broker
October 1998 - January 1999 · 3 mos
State Registrations42 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.