JJ
JJ

Jason Jensen

25 Years of Experience
Edwardsville, IL
Broker

Jason Jensen is a registered investment advisor at Morgan Stanley, based in Edwardsville, IL, 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

6181 Bennett Drive, Suite 200, Edwardsville, IL, 62025

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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 is involved in real estate as a landlord and property manager through Progress Enterprises, LLC since 2012. He also serves as an executor/co-executor for an estate since 2007, dedicating minimal time to these activities.

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 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2002 - April 2007 · 5 yrs 3 mos
Morgan Stanley Dw INC.Broker
August 2001 - April 2007 · 5 yrs 8 mos
Forsyth Securites, INC.Broker
March 2001 - September 2001 · 6 mos
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jason Jensen - Financial Advisor | TrueAdvisor