JJ
JJ
Jason Jones is a registered investment advisor at Morgan Stanley, based in Lawrenceville, NJ, 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
1200 Lenox Drive, Suite 300, Lawrenceville, NJ, 08648
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
November 1999Final Disposition
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 2007 - April 2007 · 2 mos
Morgan Stanley Dw INC.Broker
February 2007 - April 2007 · 2 mos
Prudential Financial Planning Services
June 2005 - September 2006 · 1 yr 3 mos
Pruco Securities, LLC.Broker
May 2005 - September 2006 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2004 - May 2005 · 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
September 2004 - May 2005 · 8 mos
State Registrations39 states
ALARAZCACOCTDCDEFLGAHIILINMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHORPARISCTXVAVTWAWIWV
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.