Jason Pepe is a registered investment advisor at Morgan Stanley, based in Jersey City, NJ, 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
Loading...
Location
Harborside 2, 200 Hudson Street, Suite 501, Jersey City, NJ, 07311
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
August 2018 - Present · 7 yrs 9 mos
Morgan StanleyBroker
May 2018 - Present · 8 yrs
Previous Registrations
Barclays Capital INC.Broker
June 2014 - May 2018 · 3 yrs 11 mos
J.P. Morgan Securities LLCBroker
November 2009 - June 2014 · 4 yrs 7 mos
Credit Suisse Securities (USA) LLCBroker
August 2005 - November 2009 · 4 yrs 3 mos
UBS Financial Services INC.Broker
December 2003 - September 2005 · 1 yr 9 mos
State Registrations3 states
CTNJNY
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.