JH
JH

Jason Hantman

4 Years of Experience
Providence, RI
Broker

Jason Hantman is a registered investment advisor at Morgan Stanley, based in Providence, RI, with 4 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

One Financial Plaza, 19th Floor, Providence, RI, 02903

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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 a board member of the Country Club of New Bedford since December 2024, dedicating minimal time after business hours. He participates in monthly board meetings and committees, focusing on managerial issues.

Employment History
Current Registrations
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Columbia Management Advisors, INC.
October 2003 - September 2004 · 11 mos
State Registrations38 states
AZCACOCTDCDEFLGAHIIDILINKSLAMAMDMEMIMNMONCNENHNJNVNYOHOKORPARISCTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.