JA
CFP
JA
CFP
Jason Andersen is a CFP-designated registered investment advisor at Morgan Stanley, based in Holladay, UT, with 18 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
6510 South Millrock Drive, Suite 100, Holladay, UT, 84121
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2014Denied
Employment History
Current Registrations
Morgan Stanley
February 2026 - Present · 7 mos
Morgan StanleyBroker
February 2026 - Present · 7 mos
Previous Registrations
J.P. Morgan Securities LLC
December 2013 - February 2026 · 12 yrs 2 mos
J.P. Morgan Securities LLCBroker
December 2013 - February 2026 · 12 yrs 2 mos
Key Investment Services LLC
October 2010 - November 2013 · 3 yrs 1 mo
Key Investment Services LLCBroker
October 2010 - November 2013 · 3 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - October 2010 · 1 yr 4 mos
Morgan Stanley Smith Barney LLC
June 2009 - October 2010 · 1 yr 4 mos
Morgan Stanley & CO. Incorporated
May 2009 - June 2009 · 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2009 - June 2009 · 1 mo
UBS Financial Services INC.
November 2007 - May 2009 · 1 yr 6 mos
UBS Financial Services INC.Broker
October 2007 - May 2009 · 1 yr 7 mos
State Registrations22 states
ARAZCACOFLGAIDILINKSLAMTNMNVNYOHOKSCTXUTWAWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.