JM
JM

Jason Maniscalco

14 Years of Experience
Winter Park, FL
Broker

Jason Maniscalco is a registered investment advisor at Morgan Stanley, based in Winter Park, FL, with 14 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

250 Park Avenue South, Suite 500, Winter Park, FL, 32789

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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
Morgan Stanley
February 2017 - Present · 9 yrs 5 mos
Morgan StanleyBroker
February 2017 - Present · 9 yrs 5 mos
Previous Registrations
Mbsc Securities Corporation
July 2014 - February 2017 · 2 yrs 7 mos
Mbsc Securities CorporationBroker
September 2011 - February 2017 · 5 yrs 5 mos
State Registrations26 states
AZCACTFLGAIAILKSMAMDMEMIMNNCNHNJNYOHORPARISCTNTXUTVT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.