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Jason Redpath

25 Years of Experience
Cincinnati, OH
Broker

Jason Redpath is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, with 25 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

7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jason serves as a power of attorney since December 2021. This investment-related activity takes minimal time.

Employment History
Current Registrations
Morgan Stanley
January 2017 - Present · 9 yrs 6 mos
Morgan StanleyBroker
January 2017 - Present · 9 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2001 - January 2017 · 15 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2001 - January 2017 · 15 yrs 10 mos
State Registrations38 states
ALARAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMIMNMONCNHNJNMNVNYOHPARISCTNTXVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.