Jason Amato is a registered investment advisor at Morgan Stanley, based in Aventura, FL, 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
20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180
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Regulatory History (1)
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Customer Dispute
February 2000Denied
Employment History
Current Registrations
Morgan Stanley
September 2024 - Present · 2 yrs
Morgan StanleyBroker
September 2024 - Present · 2 yrs
Previous Registrations
Citigroup Global Markets INC.
October 2017 - April 2024 · 6 yrs 6 mos
Citigroup Global Markets INC.Broker
October 2017 - April 2024 · 6 yrs 6 mos
J.P. Morgan Securities LLCBroker
October 2012 - October 2017 · 5 yrs
J.P. Morgan Securities LLC
October 2012 - October 2017 · 5 yrs
Chase Investment Services CORP.
January 2010 - October 2012 · 2 yrs 9 mos
Chase Investment Services CORP.Broker
January 2010 - October 2012 · 2 yrs 9 mos
Chase Investment Services CORP.
July 2005 - February 2008 · 2 yrs 7 mos
Chase Investment Services CORP.Broker
July 2005 - February 2008 · 2 yrs 7 mos
Banc One Securities Corporation
July 2000 - July 2005 · 5 yrs
Banc One Securities CorporationBroker
June 1999 - July 2005 · 6 yrs 1 mo
Edward D. Jones & CO., L.P.Broker
October 1998 - February 1999 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.