Jason Brown is a registered investment advisor at Morgan Stanley, based in Camp Hill, PA, with 9 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
214 Senate Avenue, Camp Hill, PA, 17011
Get directionsHistory
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 →Employment History
Current Registrations
Morgan Stanley
June 2023 - Present · 2 yrs 11 mos
Morgan StanleyBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Citizens Securities, INC.
October 2017 - July 2023 · 5 yrs 9 mos
Citizens Securities, INC.Broker
June 2017 - July 2023 · 6 yrs 1 mo
M&t Securities, INC.Broker
December 2015 - July 2016 · 7 mos
State Registrations36 states
ALAZCACOCTDCDEFLGAHIIAILINKSMAMDMEMIMNNCNENHNJNMNVNYOHORPASCTNTXUTVAVTWA
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.