JZ
JZ

Jason Zapalski

22 Years of Experience
Naples, FL
Broker

Jason Zapalski is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 22 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

8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108

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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 serves on the advisory board for the American Cancer Society, focusing on business development and growth. This role requires minimal time commitment.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 2003 - April 2007 · 3 yrs 5 mos
Morgan Stanley Dw INC.Broker
November 2003 - April 2007 · 3 yrs 5 mos
American Express Financial Advisors, INC.
April 2003 - October 2003 · 6 mos
Ids Life Insurance CompanyBroker
February 2003 - October 2003 · 8 mos
American Express Financial Advisors INC.Broker
February 2003 - October 2003 · 8 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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