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Jared Samos

24 Years of Experience
Rye, NY
Broker

Jared Samos is a registered investment advisor at Morgan Stanley, based in Rye, NY, 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

History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Jared is a member of ChartHop LLC, an investment-related firm in New York, since 2019. He dedicates minimal time to this activity during and after business hours, focusing on investment decisions and advice.

Employment History
Current Registrations
Morgan Stanley
March 2020 - Present · 6 yrs 2 mos
Morgan Stanley
March 2020 - Present · 6 yrs 2 mos
Morgan StanleyBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLC
January 2014 - March 2020 · 6 yrs 2 mos
J.P. Morgan Securities LLCBroker
September 2012 - March 2020 · 7 yrs 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2012 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
July 2001 - June 2009 · 7 yrs 11 mos
State Registrations26 states
CACOCTDCDEFLIDILMAMDMIMTNCNJNVNYOHORPARISDTXUTVAVTWA
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.