JV
JV
Jason Vein
28 Years of Experience
West Palm Beach, FL
1 DisclosureBroker
Jason Vein is a registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, 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
777 South Flagler Drive, Suite 700E, West Palm Beach, FL, 33401
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2008Settled
Employment History
Current Registrations
Morgan StanleyBroker
February 2015 - Present · 11 yrs 3 mos
Morgan Stanley
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2009 - February 2015 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2009 - February 2015 · 5 yrs 3 mos
U.S. Bancorp Investments, INC.
December 2002 - November 2009 · 6 yrs 11 mos
U.S. Bancorp Investments, INC.Broker
July 2001 - November 2009 · 8 yrs 4 mos
Banc of America Investment Services, INC.Broker
July 1999 - July 2001 · 2 yrs
Ba Investment Services, INC.Broker
July 1998 - July 1999 · 1 yr
Seafirst Investment Services, INC.Broker
March 1998 - July 1998 · 4 mos
State Registrations25 states
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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.