JJ
JJ

Jason Jo

23 Years of Experience
Chandler, AZ
Broker

Jason Jo is a registered investment advisor at Morgan Stanley, based in Chandler, AZ, with 23 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

Chandler, AZ

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Jason is a realtor and landlord in Gilbert, Arizona, since 2021 and 2011, respectively. These real estate activities are investment-related and require minimal time.

Employment History
Current Registrations
Morgan Stanley
November 2023 - Present · 2 yrs 8 mos
Morgan Stanley
November 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
November 2023 - Present · 2 yrs 8 mos
Previous Registrations
Morgan Stanley
November 2022 - August 2023 · 9 mos
Morgan StanleyBroker
November 2022 - August 2023 · 9 mos
Edward Jones
December 2014 - November 2022 · 7 yrs 11 mos
Edward JonesBroker
May 2002 - November 2022 · 20 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.