Jason Capps is a registered investment advisor at Morgan Stanley, based in Lakeway, TX, with 15 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
Lakeway, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason serves as a trustee or co-trustee for several trusts since 2017 and 2019, dedicating minimal time to each during business hours. He also acts as an executor for an estate since December 2019, which is investment-related.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLCBroker
State Registrations14 states
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