Jason Crowder is a registered investment advisor at Morgan Stanley, based in Raleigh, NC, with 26 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
3800 Glenwood Avenue, Suite 500, Raleigh, NC, 27612
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Regulatory History (1)
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Customer Dispute
June 2012Settled
Other Business Activities
Jason serves as a trust protector for a trust in Wilmington, North Carolina, since June 2021. This activity requires 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
Citigroup Global Markets INC.Broker
May 2009 - June 2009 · 1 mo
Citigroup Global Markets INC.
May 2009 - June 2009 · 1 mo
UBS Financial Services INC.
December 2001 - May 2009 · 7 yrs 5 mos
UBS Financial Services INC.Broker
August 2000 - May 2009 · 8 yrs 9 mos
J.C. Bradford & CO.Broker
March 2000 - August 2000 · 5 mos
American Express Financial Advisors INC.Broker
June 1999 - March 2000 · 9 mos
Ids Life Insurance CompanyBroker
June 1999 - March 2000 · 9 mos
State Registrations34 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.