Jason Bothwell is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 17 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
4500 Bohannon Drive, Menlo Park, CA, 94025
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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
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
E*trade Capital Management, LLC
March 2016 - September 2023 · 7 yrs 6 mos
E*trade Securities LLCBroker
March 2016 - September 2023 · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - April 2014 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2011 - April 2014 · 2 yrs 7 mos
Unionbanc Investment Services, LLC
August 2007 - July 2011 · 3 yrs 11 mos
Unionbanc Investment Services, LLCBroker
December 2006 - July 2011 · 4 yrs 7 mos
Thrivent Investment Management INC.Broker
November 2005 - August 2006 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.