Jason Riccardo is a registered investment advisor at Morgan Stanley, based in Lawrenceville, NJ, 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
1200 Lenox Drive, Suite 300, Lawrenceville, NJ, 08648
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2009 - June 2009 · 2 mos
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2004 - April 2009 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2000 - April 2009 · 8 yrs 9 mos
American Express Financial Advisors INC.Broker
April 2000 - June 2000 · 2 mos
Ids Life Insurance CompanyBroker
April 2000 - June 2000 · 2 mos
State Registrations35 states
AZCACOCTDCDEFLGAHIIDILKYMAMDMEMIMNMOMTNCNHNJNMNVNYOHPARISCTNTXVAVTWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.