Jason Parker is a registered investment advisor at Morgan Stanley, based in Redding, CA, with 19 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
310 Hemsted Drive, Suite 100, Redding, CA, 96002
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Regulatory History (1)
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Customer Dispute
December 2020Denied
Other Business Activities
Jason is the co-founder/owner of Placencia LLC, focusing on investment opportunities, capital raising, and process management since 2002, dedicating minimal time to it. He also co-owns Tallerico Properties, LLC with his wife, a real estate venture, dedicating minimal time to it.
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
August 2006 - April 2007 · 8 mos
Morgan Stanley Dw INC.Broker
July 2006 - April 2007 · 9 mos
State Registrations20 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.