JC
JC

Jason Conway

21 Years of Experience
New Orleans, LA
Broker

Jason Conway is a registered investment advisor at Morgan Stanley, based in New Orleans, LA, 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
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Location

1100 Poydras Street, Suite 1900, New Orleans, LA, 70163

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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 on the Investment Committee for the Second Harvest Food Bank and a Board Member at the New Orleans Country Club. Both roles require minimal time and are not investment-related.

Employment History
Current Registrations
Morgan Stanley
March 2019 - Present · 7 yrs 2 mos
Morgan StanleyBroker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Scotia Capital (USA) INC.Broker
November 2012 - January 2018 · 5 yrs 2 mos
Howard Weil IncorporatedBroker
October 2003 - November 2012 · 9 yrs 1 mo
Legg Mason Wood Walker, IncorporatedBroker
June 2003 - October 2003 · 4 mos
State Registrations14 states
ARCACOFLGALAMSNCNYTNTXVAVTWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.