Jason Roberts is a registered investment advisor at Morgan Stanley, based in Kirkland, WA, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4000 Carillon Point, Suite 600, Kirkland, WA, 98033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason owns rental property in Snohomish, Washington since August 2024. He spends minimal time on property management.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations39 states
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