JS
JS

Jason Selzer

12 Years of Experience
Sherman Oaks, CA
Broker

Jason Selzer is a registered investment advisor at Morgan Stanley, based in Sherman Oaks, CA, with 12 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
Loading...

Location

15260 Ventura Boulevard, Suite 1900, Sherman Oaks, CA, 91403

Get directions

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.

Learn about disclosures →
Other Business Activities

Jason is the owner of Cottn Stuff, an online t-shirt sales business on eBay, since 2011. His parents primarily run the business, and Jason dedicates minimal time to it.

Employment History
Current Registrations
Morgan Stanley
April 2022 - Present · 4 yrs 1 mo
Morgan StanleyBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2016 - March 2022 · 6 yrs
LPL Financial LLC
September 2015 - March 2016 · 6 mos
LPL Financial LLCBroker
December 2013 - March 2016 · 2 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Jason Selzer - Financial Advisor | TrueAdvisor