JG
JG

Jason Gray

12 Years of Experience
Cupertino, CA
Broker

Jason Gray is a registered investment advisor at Morgan Stanley, based in Cupertino, 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
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Location

20400 Stevens Creek Boulevard, Suite 350, Cupertino, CA, 95014

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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 a youth camp coach for Golden State Warriors LLC since December 2024, dedicating 120 hours over 3 weeks during winter, spring, and summer camps. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
E*trade Capital Management, LLC
December 2015 - September 2023 · 7 yrs 9 mos
E*trade Securities LLCBroker
December 2015 - September 2023 · 7 yrs 9 mos
Ameriprise Financial Services, INC.
September 2015 - October 2015 · 1 mo
Ameriprise Financial Services, INC.Broker
June 2015 - October 2015 · 4 mos
USAA Financial Advisors, INC.Broker
April 2013 - March 2015 · 1 yr 11 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 Gray - Financial Advisor | TrueAdvisor