Jason Whited is a registered investment advisor at Morgan Stanley, based in Oxnard, CA, with 13 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
300 Esplanade Drive, 10th Floor, Oxnard, CA, 93036
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Regulatory History (6)
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Financial
November 2025Final
Financial
October 2025Final
Financial
August 2025Final
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August 2025Final
Financial
August 2025Final
Financial
July 2025Final
Employment History
Current Registrations
Morgan Stanley
June 2019 - Present · 6 yrs 11 mos
Morgan StanleyBroker
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - October 2018 · 6 yrs
Chase Investment Services CORP.Broker
July 2012 - October 2012 · 3 mos
State Registrations18 states
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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.