Jason Berlinger
Jason Berlinger is a registered investment advisor at Morgan Stanley, based in Santa Monica, CA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
100 Wilshire Boulevard, Suite 1900, Santa Monica, CA, 90401
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Jason is a board member at Group Wurx Insurance, LTD, setting up an insurance program for homeowners. He is also involved with several real estate entities, including RB SMLLC, Four Grand Bears, LLC, and SAB Associates, dedicating minimal time outside of business hours to these activities.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
UBS Warburg LLCBroker
State Registrations25 states
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