Aaron Jang is a registered investment advisor at Morgan Stanley, based in San Jose, CA, with 21 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
Loading...
Location
225 West Santa Clara Street, Suite 900, San Jose, CA, 95113
Get directionsHistory
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 Stanley
February 2012 - Present · 14 yrs 5 mos
Morgan StanleyBroker
February 2012 - Present · 14 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2011 - February 2012 · 1 yr 1 mo
Wells Fargo Advisors, LLC
January 2011 - February 2012 · 1 yr 1 mo
Wells Fargo Investments, LLC
March 2009 - January 2011 · 1 yr 10 mos
Wells Fargo Investments, LLCBroker
March 2009 - January 2011 · 1 yr 10 mos
Wamu Investments, INC.
June 2008 - April 2009 · 10 mos
Wamu Investments, INC.Broker
August 2005 - April 2009 · 3 yrs 8 mos
Citicorp Investment ServicesBroker
January 2005 - July 2005 · 6 mos
Wm Financial Services, INC.Broker
November 2004 - January 2005 · 2 mos
State Registrations39 states
ARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMSMTNCNJNMNVNYOHORPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.