JG
JG

Jason Goldstrich

11 Years of Experience
Coral Gables, FL
Broker

Jason Goldstrich is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 11 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

220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134

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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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Other Business Activities

Jason is the sole proprietor/owner of State of the World, LLC, an investment-related LLC in Florida. He spends minimal time on this passive investment activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
December 2015 - Present · 10 yrs 5 mos
Morgan StanleyBroker
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Deutsche Bank Securities INC.Broker
January 2012 - December 2012 · 11 mos
Db Securities Services Nj INC.Broker
November 2011 - January 2012 · 2 mos
State Registrations34 states
AZCACOCTDCDEFLGAIAILINKSKYMAMDMEMINCNHNJNVNYOHORPAPRSCTXUTVAVTWAWIWV
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.