TrueAdvisor
TrueAdvisor
JM
JM

Jason James Morski

Mfs Institutional Advisors INC.
20 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Mfs Institutional Advisors INC.
Compensation
Fee-Only (AUM)
Firm Size
48 advisors
Number of Clients
10,260 clients
Average Client Portfolio
$10.9M average
Assets Under Management
$111.8B

Fee Structure

Minimum Investment:$50M
Financial Planning:Investment management only

Location

111 Huntington Avenue, Boston, MA, 02199-7618

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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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Employment History
Current Registrations
Mfs Institutional Advisors INC.
July 2020 - Present · 5 yrs 7 mos
Mfs Fund Distributors, INC.
July 2020 - Present · 5 yrs 7 mos
Mfs Fund Distributors, INC.Broker
July 2020 - Present · 5 yrs 7 mos
Previous Registrations
New York Life Investment Management LLC
March 2011 - January 2020 · 8 yrs 10 mos
Nylife Distributors LLCBroker
March 2011 - January 2020 · 8 yrs 10 mos
Lord, Abbett & CO. LLC
January 2005 - March 2011 · 6 yrs 2 mos
Lord Abbett Distributor LLCBroker
December 2004 - March 2011 · 6 yrs 3 mos
State Registrations3 states
ARMATX
AdvisorBroker
Exams
No exam information available for this advisor.