Jason Sobin is a registered investment advisor at Morgan Stanley, based in Marlton, NJ, 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
303 Lippincott Drive, Suite 300, Marlton, NJ, 08053
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Regulatory History (1)
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Customer Dispute
November 2009Denied
Employment History
Current Registrations
Morgan StanleyBroker
November 2024 - Present · 1 yr 6 mos
Morgan Stanley
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Raymond James & Associates, INC.
February 2017 - November 2024 · 7 yrs 9 mos
Raymond James & Associates, INC.Broker
January 2017 - November 2024 · 7 yrs 10 mos
Morgan StanleyBroker
June 2009 - January 2017 · 7 yrs 7 mos
Morgan Stanley
June 2009 - January 2017 · 7 yrs 7 mos
Citigroup Global Markets INC.Broker
November 2007 - June 2009 · 1 yr 7 mos
Citigroup Global Markets INC.
November 2007 - June 2009 · 1 yr 7 mos
UBS Financial Services INC.Broker
October 2002 - November 2007 · 5 yrs 1 mo
UBS Financial Services INC.
October 2002 - November 2007 · 5 yrs 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
January 2001 - October 2002 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1998 - October 2002 · 3 yrs 10 mos
State Registrations17 states
ALAZCACOCTDEFLKYMDNCNJNYPATXVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.