JL
JL

Jason Longlet

20 Years of Experience
Anchorage, AK
Broker

Jason Longlet is a registered investment advisor at Morgan Stanley, based in Anchorage, AK, with 20 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

2550 Denali Street, Suite 1700, Anchorage, AK, 99503

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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 on the finance committees for the Catholic Archdiocese of Anchorage-Juneau and St. Andrews Catholic Church, spending minimal time on the latter. He also owns Frosted 3D, a manufacturing business, spending about 10-20% of his time on activities such as accounting, business development, and sales.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
December 2005 - June 2009 · 3 yrs 6 mos
State Registrations41 states
AKALAZCACOCTDCFLGAHIIAIDILKSKYLAMAMDMEMIMNMSMTNCNENHNMNVNYOHORPARISCSDTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.